GeoWealth Management’s CNA Financial CNA Stock Holding History

GeoWealth Management’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 Q2	–	Sell	-48	Closed	-$2K	–	444
2023 Q1	$2K	Buy	+48	New	+$2.01K	﹤0.01%	364

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

GeoWealth Management's CNA Position: Q2 2023 in Review

GeoWealth Management sold out of CNA Financial (CNA) in Q2 2023, closing a stake of 48 shares — an estimated $2K sold.

GeoWealth Management first reported a position in CNA in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 208 funds tracked by Wall St. Rank hold CNA as of Q2 2023.

GeoWealth Management reported no remaining CNA Financial position as of Q2 2023 after selling out during the quarter.
GeoWealth Management sold 48 CNA Financial shares in Q2 2023, an estimated $2K.
GeoWealth Management first reported a position in CNA Financial in Q1 2023 and held it in 1 quarter.
GeoWealth Management's CNA Financial position peaked at $2K in Q1 2023.
208 funds tracked by Wall St. Rank held CNA Financial as of Q2 2023.

Based on GeoWealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.