Polaris Wealth Advisory Group’s CNA Financial CNA Stock Holding History

Polaris Wealth Advisory Group’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
2020 Q4	–	Sell	-18,791	Closed	-$580K	–	185
2020 Q3	$580K	Sell	18,791 -430	-2%	-$13.9K	0.05%	107
2020 Q2	$607K	Buy	19,221 +8,820	+85%	+$272K	0.05%	100
2020 Q1	$323K	Hold	10,401	–	–	0.04%	99
2019 Q4	$474K	Hold	10,401	–	–	0.03%	114
2019 Q3	$492K	Sell	10,401 -1,000	-9%	-$47.9K	0.04%	117
2019 Q2	$537K	Buy	+11,401	New	+$519K	0.04%	107

Other funds holding CNA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Polaris Wealth Advisory Group's CNA Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of CNA Financial (CNA) in Q4 2020, closing a stake of 18,791 shares — an estimated $580K sold.

Polaris Wealth Advisory Group first reported a position in CNA in Q2 2019 and held it in 6 quarters. The position peaked at $607K in Q2 2020. 160 funds tracked by Wall St. Rank hold CNA as of Q4 2020.

Polaris Wealth Advisory Group reported no remaining CNA Financial position as of Q4 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 18,791 CNA Financial shares in Q4 2020, an estimated $580K.
Polaris Wealth Advisory Group first reported a position in CNA Financial in Q2 2019 and held it in 6 quarters.
Polaris Wealth Advisory Group's CNA Financial position peaked at $607K in Q2 2020.
160 funds tracked by Wall St. Rank held CNA Financial as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.