CWC
CNA icon

Carolinas Wealth Consulting’s CNA Financial CNA Stock Holding History

Carolinas Wealth Consulting’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-562
Closed -$26K – 938
2021
Q2 		$26K Buy
562
+5
+0.9% +$235 0.01% 457
2021
Q1 		$25K Buy
+557
New +$23.8K 0.01% 474

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolinas Wealth Consulting's CNA Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of CNA Financial (CNA) in Q3 2021, closing a stake of 562 shares — an estimated $26K sold.

Carolinas Wealth Consulting first reported a position in CNA in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q2 2021. 162 funds tracked by Wall St. Rank hold CNA as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining CNA Financial position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 562 CNA Financial shares in Q3 2021, an estimated $26K.
  • Carolinas Wealth Consulting first reported a position in CNA Financial in Q1 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's CNA Financial position peaked at $26K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held CNA Financial as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.