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Concord Wealth Partners’s CNO Financial Group CNO Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-16
Closed – – 1295
2021
Q4 		$0 Hold
16
– – ﹤0.01% 1310
2021
Q3 		$0 Hold
16
– – ﹤0.01% 932
2021
Q2 		$0 Buy
+16
New +$409 ﹤0.01% 1053

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Concord Wealth Partners's CNO Position: Q1 2022 in Review

Concord Wealth Partners sold out of CNO Financial Group (CNO) in Q1 2022, closing a stake of 16 shares.

Concord Wealth Partners first reported a position in CNO in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 268 funds tracked by Wall St. Rank hold CNO as of Q1 2022.

  • Concord Wealth Partners reported no remaining CNO Financial Group position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 16 CNO Financial Group shares in Q1 2022.
  • Concord Wealth Partners first reported a position in CNO Financial Group in Q2 2021 and held it in 3 quarters.
  • Concord Wealth Partners's CNO Financial Group position peaked at $0 in Q4 2021.
  • 268 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.