Connectus Wealth’s CNA Financial CNA Stock Holding History

Connectus Wealth’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
2023 Q1	–	Sell	-11,050	Closed	-$467K	–	437
2022 Q4	$467K	Buy	+11,050	New	+$453K	0.01%	346

Other funds holding CNA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connectus Wealth's CNA Position: Q1 2023 in Review

Connectus Wealth sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 11,050 shares — an estimated $467K sold.

Connectus Wealth first reported a position in CNA in Q4 2022 and held it in 1 quarter. The position peaked at $467K in Q4 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

Connectus Wealth reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
Connectus Wealth sold 11,050 CNA Financial shares in Q1 2023, an estimated $467K.
Connectus Wealth first reported a position in CNA Financial in Q4 2022 and held it in 1 quarter.
Connectus Wealth's CNA Financial position peaked at $467K in Q4 2022.
214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.