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Money Concepts Capital’s CNA Financial CNA Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-4,297
Closed -$182K – 918
2022
Q4 		$182K Buy
+4,297
New +$176K 0.01% 728
2022
Q2 		– Sell
-4,297
Closed -$209K – 1651
2022
Q1 		$209K Buy
+4,297
New +$200K 0.01% 724

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Money Concepts Capital's CNA Position: Q1 2023 in Review

Money Concepts Capital sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 4,297 shares — an estimated $182K sold.

Money Concepts Capital first reported a position in CNA in Q1 2022 and held it in 2 quarters. The position peaked at $209K in Q1 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

  • Money Concepts Capital reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,297 CNA Financial shares in Q1 2023, an estimated $182K.
  • Money Concepts Capital first reported a position in CNA Financial in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's CNA Financial position peaked at $209K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.