Planned Solutions’s CNA Financial CNA Stock Holding History

Planned 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	-335	Closed	-$16.4K	–	210
2024 Q3	$16.4K	Buy	+335	New	+$16.4K	0.01%	407

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 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

Planned Solutions's CNA Position: Q4 2024 in Review

Planned Solutions sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 335 shares — an estimated $16.4K sold.

Planned Solutions first reported a position in CNA in Q3 2024 and held it in 1 quarter. The position peaked at $16.4K in Q3 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

Planned Solutions reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 335 CNA Financial shares in Q4 2024, an estimated $16.4K.
Planned Solutions first reported a position in CNA Financial in Q3 2024 and held it in 1 quarter.
Planned Solutions's CNA Financial position peaked at $16.4K in Q3 2024.
274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.