EWA
CNF

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
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

PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $409M AUM 66.94% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

EverSource Wealth Advisors's CNF Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of CNFinance Holdings (CNF) in Q3 2024, closing a stake of 4 shares — an estimated $45 sold.

EverSource Wealth Advisors first reported a position in CNF in Q1 2024 and held it in 2 quarters. The position peaked at $74 in Q1 2024. 23 funds tracked by Wall St. Rank hold CNF as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining CNFinance Holdings position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4 CNFinance Holdings shares in Q3 2024, an estimated $45.
  • EverSource Wealth Advisors first reported a position in CNFinance Holdings in Q1 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's CNFinance Holdings position peaked at $74 in Q1 2024.
  • 23 funds tracked by Wall St. Rank held CNFinance Holdings as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.