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CM Wealth Advisors’s CNO Financial Group CNO Stock Holding History

CM Wealth Advisors’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,794
Closed -$229K – 220
2023
Q1 		$229K Buy
+10,794
New +$258K 0.04% 353

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

CM Wealth Advisors's CNO Position: Q2 2023 in Review

CM Wealth Advisors sold out of CNO Financial Group (CNO) in Q2 2023, closing a stake of 10,794 shares — an estimated $229K sold.

CM Wealth Advisors first reported a position in CNO in Q1 2023 and held it in 1 quarter. The position peaked at $229K in Q1 2023. 245 funds tracked by Wall St. Rank hold CNO as of Q2 2023.

  • CM Wealth Advisors reported no remaining CNO Financial Group position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 10,794 CNO Financial Group shares in Q2 2023, an estimated $229K.
  • CM Wealth Advisors first reported a position in CNO Financial Group in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's CNO Financial Group position peaked at $229K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.