EverSource Wealth Advisors’s CNFinance Holdings CNF Stock Holding History

EverSource Wealth Advisors’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 Q4	–	Hold	0	–	–	–	3764
2024 Q3	–	Sell	-4	Closed	-$45	–	3047
2024 Q2	$43	Hold	4	–	–	﹤0.01%	3033
2024 Q1	$74	Buy	+4	New	+$88	﹤0.01%	2837

Other funds holding CNF

Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return