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Sowell Financial Services’s CNA Financial CNA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6,304
Closed -$246K – 604
2023
Q1 		$246K Buy
+6,304
New +$264K 0.02% 630
2021
Q1 		– Sell
-68
Closed -$3K – 3128
2020
Q4 		$3K Buy
+68
New +$2.31K ﹤0.01% 2385
2020
Q3 		– Sell
-57
Closed -$2K – 2545
2020
Q2 		$2K Sell
57
-146
-72% -$4.5K ﹤0.01% 2131
2020
Q1 		$6K Buy
203
+124
+157% +$5.25K ﹤0.01% 1752
2019
Q4 		$4K Hold
79
– – ﹤0.01% 1954
2019
Q3 		$4K Buy
+79
New +$3.79K ﹤0.01% 1817

Other funds holding CNA

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $5.65B AUM 47.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's CNA Position: Q2 2023 in Review

Sowell Financial Services sold out of CNA Financial (CNA) in Q2 2023, closing a stake of 6,304 shares — an estimated $246K sold.

Sowell Financial Services first reported a position in CNA in Q3 2019 and held it in 6 quarters. The position peaked at $246K in Q1 2023. 207 funds tracked by Wall St. Rank hold CNA as of Q2 2023.

  • Sowell Financial Services reported no remaining CNA Financial position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 6,304 CNA Financial shares in Q2 2023, an estimated $246K.
  • Sowell Financial Services first reported a position in CNA Financial in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's CNA Financial position peaked at $246K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held CNA Financial as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.