Sigma Planning Corp’s CNA Financial CNA Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-10,166	Closed	-$400K	–	904
2023 Q3	$400K	Sell	10,166 -1,077	-10%	-$42.6K	0.02%	804
2023 Q2	$434K	Sell	11,243 -353	-3%	-$13.8K	0.02%	789
2023 Q1	$453K	Sell	11,596 -155	-1%	-$6.5K	0.02%	847
2022 Q4	$497K	Buy	11,751 +1,131	+11%	+$46.4K	0.02%	765
2022 Q3	$392K	Sell	10,620 -191	-2%	-$7.78K	0.01%	830
2022 Q2	$485K	Buy	+10,811	New	+$496K	0.02%	765

Other funds holding CNA

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

BlackRock New York $5.72T AUM 30.48% 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

RRAM

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

PMG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's CNA Position: Q4 2023 in Review

Sigma Planning Corp sold out of CNA Financial (CNA) in Q4 2023, closing a stake of 10,166 shares — an estimated $400K sold.

Sigma Planning Corp first reported a position in CNA in Q2 2022 and held it in 6 quarters. The position peaked at $497K in Q4 2022. 224 funds tracked by Wall St. Rank hold CNA as of Q4 2023.

Sigma Planning Corp reported no remaining CNA Financial position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,166 CNA Financial shares in Q4 2023, an estimated $400K.
Sigma Planning Corp first reported a position in CNA Financial in Q2 2022 and held it in 6 quarters.
Sigma Planning Corp's CNA Financial position peaked at $497K in Q4 2022.
224 funds tracked by Wall St. Rank held CNA Financial as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.