Clear Perspectives Financial Planning’s Centene CNC Stock Holding History

Clear Perspectives Financial Planning’s Portfolio CNC Stock Details CNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$241K	Sell	3,818 -300	-7%	-$21.3K	0.14%	36
2022 Q4	$338K	Hold	4,118	–	–	0.18%	38
2022 Q3	$320K	Hold	4,118	–	–	0.16%	40
2022 Q2	$348K	Hold	4,118	–	–	0.14%	41
2022 Q1	$347K	Hold	4,118	–	–	0.13%	43
2021 Q4	$339K	Hold	4,118	–	–	0.14%	47
2021 Q3	$257K	Hold	4,118	–	–	0.12%	52
2021 Q2	$300K	Hold	4,118	–	–	0.14%	52
2021 Q1	$263K	Hold	4,118	–	–	0.15%	51
2020 Q4	$247K	Buy	+4,118	New	+$262K	0.16%	50

Other funds holding CNC

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's CNC Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Centene (CNC) stake by 7.3% in Q1 2023, selling an estimated $21.3K and leaving 3,818 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #36.

Clear Perspectives Financial Planning first reported a position in CNC in Q4 2020 and has held it in 10 quarters since. The position peaked at $348K in Q2 2022. 845 funds tracked by Wall St. Rank hold CNC as of Q1 2023.

Clear Perspectives Financial Planning held 3,818 shares of Centene worth $241K as of Q1 2023.
Clear Perspectives Financial Planning sold 300 Centene shares in Q1 2023, an estimated $21.3K.
Centene made up 0.14% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #36 holding.
Clear Perspectives Financial Planning first reported a position in Centene in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Centene position peaked at $348K in Q2 2022.
845 funds tracked by Wall St. Rank held Centene as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.