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Coppell Advisory Solutions Corp’s CNA Financial CNA Stock Holding History

Coppell Advisory Solutions Corp’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
-213
Closed -$9.01K – 364
2022
Q4 		$9.01K Buy
+213
New +$8.73K ﹤0.01% 630

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coppell Advisory Solutions Corp's CNA Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 213 shares — an estimated $9.01K sold.

Coppell Advisory Solutions Corp first reported a position in CNA in Q4 2022 and held it in 1 quarter. The position peaked at $9.01K in Q4 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 213 CNA Financial shares in Q1 2023, an estimated $9.01K.
  • Coppell Advisory Solutions Corp first reported a position in CNA Financial in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's CNA Financial position peaked at $9.01K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.