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Regent Peak Wealth Advisors’s CNA Financial CNA Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-82
Closed -$3K – 309
2020
Q4 		$3K Buy
+82
New +$2.79K ﹤0.01% 733

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's CNA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CNA Financial (CNA) in Q1 2021, closing a stake of 82 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in CNA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 179 funds tracked by Wall St. Rank hold CNA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CNA Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 82 CNA Financial shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in CNA Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CNA Financial position peaked at $3K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held CNA Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.