JWM
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Janiczek Wealth Management’s CNA Financial CNA Stock Holding History

Janiczek 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
2024
Q2 		$159K Sell
3,453
-210
-6% -$9.31K 0.03% 221
2024
Q1 		$166K Buy
3,663
+947
+35% +$41.8K 0.04% 210
2023
Q4 		$115K Buy
2,716
+604
+29% +$24.6K 0.03% 245
2023
Q3 		$83.1K Buy
2,112
+260
+14% +$10.3K 0.02% 279
2023
Q2 		$71.5K Sell
1,852
-220
-11% -$8.57K 0.02% 264
2023
Q1 		$81.3K Buy
2,072
+304
+17% +$12.7K 0.02% 247
2022
Q4 		$76.5K Buy
1,768
+53
+3% +$2.17K 0.02% 258
2022
Q3 		$65K Sell
1,715
-616
-26% -$25.1K 0.02% 271
2022
Q2 		$99K Sell
2,331
-250
-10% -$11.5K 0.03% 204
2022
Q1 		$125K Buy
2,581
+414
+19% +$19.3K 0.03% 179
2021
Q4 		$96K Sell
2,167
-276
-11% -$12.3K 0.03% 197
2021
Q3 		$103K Buy
2,443
+592
+32% +$25.9K 0.04% 165
2021
Q2 		$84K Buy
1,851
+80
+5% +$3.75K 0.03% 177
2021
Q1 		$79K Buy
1,771
+370
+26% +$15.8K 0.03% 172
2020
Q4 		$55K Buy
1,401
+1,036
+284% +$35.3K 0.03% 187
2020
Q3 		$11K Buy
+365
New +$11.8K 0.01% 223

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Janiczek Wealth Management's CNA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its CNA Financial (CNA) stake by 5.7% in Q2 2024, selling an estimated $9.31K and leaving 3,453 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #221.

Janiczek Wealth Management first reported a position in CNA in Q3 2020 and has held it in 16 quarters since. The position peaked at $166K in Q1 2024. 245 funds tracked by Wall St. Rank hold CNA as of Q2 2024.

  • Janiczek Wealth Management held 3,453 shares of CNA Financial worth $159K as of Q2 2024.
  • Janiczek Wealth Management sold 210 CNA Financial shares in Q2 2024, an estimated $9.31K.
  • CNA Financial made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #221 holding.
  • Janiczek Wealth Management first reported a position in CNA Financial in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's CNA Financial position peaked at $166K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held CNA Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.