CJL
CNF

Cyrus J. Lawrence’s CNFinance Holdings CNF Stock Holding History

Cyrus J. Lawrence’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,009
Closed -$41K – 172
2024
Q1 		$41K Buy
+2,009
New +$44K 0.01% 117
2023
Q3 		$75K Hold
2,009
– – 0.02% 88
2023
Q2 		$58 Hold
2,009
– – 0.01% 98
2023
Q1 		$50K Hold
2,009
– – 0.01% 106
2022
Q4 		$34K Hold
2,009
– – 0.01% 135
2022
Q3 		$51K Hold
2,009
– – 0.01% 109
2022
Q2 		$51K Buy
2,009
+665
+49% +$18.9K 0.01% 143
2022
Q1 		$43K Buy
+1,344
New +$48.5K 0.01% 158

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return