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PFG Private Wealth Management’s CNA Financial CNA Stock Holding History

PFG Private 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
2023
Q1 		– Sell
-77
Closed -$3K – 306
2022
Q4 		$3K Hold
77
– – ﹤0.01% 259
2022
Q3 		$3K Hold
77
– – ﹤0.01% 252
2022
Q2 		$3K Hold
77
– – ﹤0.01% 255
2022
Q1 		$4K Hold
77
– – ﹤0.01% 231
2021
Q4 		$3K Hold
77
– – ﹤0.01% 261
2021
Q3 		$3K Buy
+77
New +$3.36K ﹤0.01% 240

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

PFG Private Wealth Management's CNA Position: Q1 2023 in Review

PFG Private Wealth Management sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 77 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in CNA in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

  • PFG Private Wealth Management reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 77 CNA Financial shares in Q1 2023, an estimated $3K.
  • PFG Private Wealth Management first reported a position in CNA Financial in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's CNA Financial position peaked at $4K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.