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Institute for Wealth Management’s CNA Financial CNA Stock Holding History

Institute for Wealth 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
2022
Q3 		– Sell
-8,000
Closed -$359K – 473
2022
Q2 		$359K Hold
8,000
– – 0.07% 347
2022
Q1 		$389K Buy
+8,000
New +$372K 0.06% 345

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's CNA Position: Q3 2022 in Review

Institute for Wealth Management sold out of CNA Financial (CNA) in Q3 2022, closing a stake of 8,000 shares — an estimated $359K sold.

Institute for Wealth Management first reported a position in CNA in Q1 2022 and held it in 2 quarters. The position peaked at $389K in Q1 2022. 195 funds tracked by Wall St. Rank hold CNA as of Q3 2022.

  • Institute for Wealth Management reported no remaining CNA Financial position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 8,000 CNA Financial shares in Q3 2022, an estimated $359K.
  • Institute for Wealth Management first reported a position in CNA Financial in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's CNA Financial position peaked at $389K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held CNA Financial as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.