CWP
CONN

CFM Wealth Partners’s Conn's Inc. CONN Stock Holding History

CFM Wealth Partners’s Portfolio CONN Stock Details CONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35,869
Closed -$379K – 170
2020
Q3 		$379K Sell
35,869
-1,525
-4% -$16.5K 0.14% 98
2020
Q2 		$377K Sell
37,394
-4,797
-11% -$31.7K 0.14% 97
2020
Q1 		$176K Sell
42,191
-3,590
-8% -$29.3K 0.08% 142
2019
Q4 		$481K Buy
+45,781
New +$959K 0.18% 87

Other funds holding CONN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM Wealth Partners's CONN Position: Q4 2020 in Review

CFM Wealth Partners sold out of Conn's Inc. (CONN) in Q4 2020, closing a stake of 35,869 shares — an estimated $379K sold.

CFM Wealth Partners first reported a position in CONN in Q4 2019 and held it in 4 quarters. The position peaked at $481K in Q4 2019. 129 funds tracked by Wall St. Rank hold CONN as of Q4 2020.

  • CFM Wealth Partners reported no remaining Conn's Inc. position as of Q4 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 35,869 Conn's Inc. shares in Q4 2020, an estimated $379K.
  • CFM Wealth Partners first reported a position in Conn's Inc. in Q4 2019 and held it in 4 quarters.
  • CFM Wealth Partners's Conn's Inc. position peaked at $481K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Conn's Inc. as of Q4 2020.

Based on CFM Wealth Partners's 13F filing for Q4 2020, filed 10 Feb 2021.