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Delap Wealth Advisory’s Cincinnati Financial CINF Stock Holding History

Delap Wealth Advisory’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
2024
Q2 		– Sell
-2,543
Closed -$316K – 154
2024
Q1 		$316K Buy
+2,543
New +$287K 0.13% 145

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's CINF Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Cincinnati Financial (CINF) in Q2 2024, closing a stake of 2,543 shares — an estimated $316K sold.

Delap Wealth Advisory first reported a position in CINF in Q1 2024 and held it in 1 quarter. The position peaked at $316K in Q1 2024. 751 funds tracked by Wall St. Rank hold CINF as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Cincinnati Financial position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,543 Cincinnati Financial shares in Q2 2024, an estimated $316K.
  • Delap Wealth Advisory first reported a position in Cincinnati Financial in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Cincinnati Financial position peaked at $316K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.