Centerpoint Advisors’s CNA Financial CNA Stock Holding History

Centerpoint Advisors’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
2025 Q1	–	Sell	-162	Closed	-$8K	–	398
2024 Q4	$8K	Hold	162	–	–	﹤0.01%	357
2024 Q3	$8K	Buy	+162	New	+$7.92K	﹤0.01%	368

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Centerpoint Advisors's CNA Position: Q1 2025 in Review

Centerpoint Advisors sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 162 shares — an estimated $8K sold.

Centerpoint Advisors first reported a position in CNA in Q3 2024 and held it in 2 quarters. The position peaked at $8K in Q4 2024. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

Centerpoint Advisors reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 162 CNA Financial shares in Q1 2025, an estimated $8K.
Centerpoint Advisors first reported a position in CNA Financial in Q3 2024 and held it in 2 quarters.
Centerpoint Advisors's CNA Financial position peaked at $8K in Q4 2024.
266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.