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Coppell Advisory Solutions’s CNA Financial CNA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-213
Closed -$10.3K – 603
2024
Q4 		$10.3K Hold
213
– – ﹤0.01% 1099
2024
Q3 		$10.4K Hold
213
– – ﹤0.01% 1071
2024
Q2 		$9.81K Buy
+213
New +$9.45K ﹤0.01% 1011
2023
Q4 		$10.3K Buy
244
+31
+15% +$1.26K ﹤0.01% 927
2023
Q3 		$9.01K Hold
213
– – ﹤0.01% 621
2023
Q2 		$8.21K Buy
+213
New +$8.3K ﹤0.01% 738
2023
Q1 		– Sell
-213
Closed -$9.01K – 364
2022
Q4 		$9.01K Buy
+213
New +$8.73K ﹤0.01% 630

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Coppell Advisory Solutions's CNA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 213 shares — an estimated $10.3K sold.

Coppell Advisory Solutions first reported a position in CNA in Q4 2022 and held it in 7 quarters. The position peaked at $10.4K in Q3 2024. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 213 CNA Financial shares in Q1 2025, an estimated $10.3K.
  • Coppell Advisory Solutions first reported a position in CNA Financial in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's CNA Financial position peaked at $10.4K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.