PCS
CNA icon

Personal CFO Solutions’s CNA Financial CNA Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-178,049
Closed -$8.71M – 480
2024
Q3 		$8.71M Hold
178,049
– – 1.22% 14
2024
Q2 		$8.2M Hold
178,049
– – 1.26% 14
2024
Q1 		$8.09M Hold
178,049
– – 1.26% 14
2023
Q4 		$7.53M Sell
178,049
-2,342
-1% -$95.4K 1.3% 13
2023
Q3 		$7.1M Buy
180,391
+14,955
+9% +$591K 1.4% 13
2023
Q2 		$6.39M Hold
165,436
– – 1.3% 15
2023
Q1 		$6.46M Hold
165,436
– – 1.33% 11
2022
Q4 		$6.99M Buy
+165,436
New +$6.78M 1.48% 9
2021
Q3 		– Sell
-181,816
Closed -$8.27M – 456
2021
Q2 		$8.27M Buy
181,816
+168,019
+1,218% +$7.88M 1.69% 11
2021
Q1 		$616K Hold
13,797
– – 0.13% 141
2020
Q4 		$538K Hold
13,797
– – 0.13% 144
2020
Q3 		$0 Hold
13,797
– – ﹤0.01% 175
2020
Q2 		$444K Sell
13,797
-700
-5% -$21.6K 0.13% 145
2020
Q1 		$450K Hold
14,497
– – 0.16% 133
2019
Q4 		$650K Buy
14,497
+800
+6% +$36.1K 0.19% 113
2019
Q3 		$675K Buy
+13,697
New +$656K 0.27% 90

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Personal CFO Solutions's CNA Position: Q4 2024 in Review

Personal CFO Solutions sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 178,049 shares — an estimated $8.71M sold.

Personal CFO Solutions first reported a position in CNA in Q3 2019 and held it in 16 quarters. The position peaked at $8.71M in Q3 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

  • Personal CFO Solutions reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 178,049 CNA Financial shares in Q4 2024, an estimated $8.71M.
  • Personal CFO Solutions first reported a position in CNA Financial in Q3 2019 and held it in 16 quarters.
  • Personal CFO Solutions's CNA Financial position peaked at $8.71M in Q3 2024.
  • 274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.