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Glassman Wealth Services’s CNA Financial CNA Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-103
Closed -$4.36K – 539
2023
Q4 		$4.36K Hold
103
– – ﹤0.01% 1120
2023
Q3 		$4.05K Hold
103
– – ﹤0.01% 1135
2023
Q2 		$3.98K Buy
103
+26
+34% +$1.01K ﹤0.01% 1057
2023
Q1 		$3K Buy
77
+21
+38% +$880 ﹤0.01% 1137
2022
Q4 		$2.37K Hold
56
– – ﹤0.01% 1217
2022
Q3 		$2K Hold
56
– – ﹤0.01% 1199
2022
Q2 		$3K Hold
56
– – ﹤0.01% 1126
2022
Q1 		$3K Sell
56
-21
-27% -$977 ﹤0.01% 1110
2021
Q4 		$3K Buy
77
+12
+18% +$534 ﹤0.01% 1084
2021
Q3 		$3K Hold
65
– – ﹤0.01% 1063
2021
Q2 		$3K Hold
65
– – ﹤0.01% 1041
2021
Q1 		$3K Buy
65
+9
+16% +$384 ﹤0.01% 984
2020
Q4 		$2K Hold
56
– – ﹤0.01% 1047
2020
Q3 		$2K Hold
56
– – ﹤0.01% 973
2020
Q2 		$2K Buy
56
+49
+700% +$1.51K ﹤0.01% 833
2020
Q1 		$0 Sell
7
-14
-67% -$593 ﹤0.01% 1190
2019
Q4 		$1K Hold
21
– – ﹤0.01% 879
2019
Q3 		$1K Hold
21
– – ﹤0.01% 804
2019
Q2 		$1K Buy
21
+5
+31% +$228 ﹤0.01% 816
2019
Q1 		$1K Hold
16
– – ﹤0.01% 777
2018
Q4 		$1K Buy
+16
New +$721 ﹤0.01% 615
2018
Q2 		– Sell
-5
Closed – – 821
2018
Q1 		$0 Buy
+5
New +$261 ﹤0.01% 766

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Glassman Wealth Services's CNA Position: Q1 2024 in Review

Glassman Wealth Services sold out of CNA Financial (CNA) in Q1 2024, closing a stake of 103 shares — an estimated $4.36K sold.

Glassman Wealth Services first reported a position in CNA in Q1 2018 and held it in 22 quarters. The position peaked at $4.36K in Q4 2023. 241 funds tracked by Wall St. Rank hold CNA as of Q1 2024.

  • Glassman Wealth Services reported no remaining CNA Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 103 CNA Financial shares in Q1 2024, an estimated $4.36K.
  • Glassman Wealth Services first reported a position in CNA Financial in Q1 2018 and held it in 22 quarters.
  • Glassman Wealth Services's CNA Financial position peaked at $4.36K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held CNA Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.