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Core Wealth Advisors (Florida)’s Cincinnati Financial CINF Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-429
Closed -$43.9K – 261
2022
Q4 		$43.9K Buy
429
+262
+157% +$27K 0.02% 85
2022
Q3 		$15K Sell
167
-33
-17% -$3.4K 0.01% 115
2022
Q2 		$24K Sell
200
-135
-40% -$17.1K 0.01% 96
2022
Q1 		$46K Buy
335
+2
+0.6% +$246 0.03% 84
2021
Q4 		$38K Sell
333
-272
-45% -$32.2K 0.02% 100
2021
Q3 		$69K Sell
605
-192
-24% -$22.8K 0.05% 71
2021
Q2 		$93K Sell
797
-132
-14% -$15.2K 0.06% 58
2021
Q1 		$96K Buy
929
+6
+0.7% +$575 0.08% 41
2020
Q4 		$81K Sell
923
-63
-6% -$5.03K 0.07% 42
2020
Q3 		$77K Sell
986
-722
-42% -$55.9K 0.07% 43
2020
Q2 		$109K Buy
1,708
+88
+5% +$5.81K 0.1% 42
2020
Q1 		$122K Buy
1,620
+46
+3% +$4.58K 0.09% 42
2019
Q4 		$166K Buy
+1,574
New +$172K 0.1% 36

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CINF Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Cincinnati Financial (CINF) in Q1 2023, closing a stake of 429 shares — an estimated $43.9K sold.

Core Wealth Advisors (Florida) first reported a position in CINF in Q4 2019 and held it in 13 quarters. The position peaked at $166K in Q4 2019. 714 funds tracked by Wall St. Rank hold CINF as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining Cincinnati Financial position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 429 Cincinnati Financial shares in Q1 2023, an estimated $43.9K.
  • Core Wealth Advisors (Florida) first reported a position in Cincinnati Financial in Q4 2019 and held it in 13 quarters.
  • Core Wealth Advisors (Florida)'s Cincinnati Financial position peaked at $166K in Q4 2019.
  • 714 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.