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Sutton Wealth Advisors’s CNO Financial Group CNO Stock Holding History

Sutton Wealth Advisors’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$457 – 966
2022
Q4 		$457 Hold
20
– – ﹤0.01% 1507
2022
Q3 		$359 Buy
+20
New +$371 ﹤0.01% 1509
2022
Q2 		– Sell
-23
Closed -$577 – 1651
2022
Q1 		$577 Buy
23
+3
+15% +$74 ﹤0.01% 1458
2021
Q4 		$477 Buy
+20
New +$491 ﹤0.01% 1537

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Sutton Wealth Advisors's CNO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of CNO Financial Group (CNO) in Q1 2023, closing a stake of 20 shares — an estimated $457 sold.

Sutton Wealth Advisors first reported a position in CNO in Q4 2021 and held it in 4 quarters. The position peaked at $577 in Q1 2022. 257 funds tracked by Wall St. Rank hold CNO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining CNO Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 20 CNO Financial Group shares in Q1 2023, an estimated $457.
  • Sutton Wealth Advisors first reported a position in CNO Financial Group in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's CNO Financial Group position peaked at $577 in Q1 2022.
  • 257 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.