Crewe Advisors’s CNA Financial CNA Stock Holding History

Crewe Advisors’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	-62	Closed	-$2.62K	–	857
2022 Q4	$2.62K	Sell	62 -136	-69%	-$5.58K	﹤0.01%	796
2022 Q3	$7K	Hold	198	–	–	﹤0.01%	753
2022 Q2	$9K	Buy	+198	New	+$9.08K	﹤0.01%	614

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

Crewe Advisors's CNA Position: Q1 2023 in Review

Crewe Advisors sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 62 shares — an estimated $2.62K sold.

Crewe Advisors first reported a position in CNA in Q2 2022 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

Crewe Advisors reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 62 CNA Financial shares in Q1 2023, an estimated $2.62K.
Crewe Advisors first reported a position in CNA Financial in Q2 2022 and held it in 3 quarters.
Crewe Advisors's CNA Financial position peaked at $9K in Q2 2022.
214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.