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SYSTM Wealth Solutions’s CNA Financial CNA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-10,249
Closed -$466K – 728
2024
Q1 		$466K Sell
10,249
-469
-4% -$20.7K 0.06% 290
2023
Q4 		$453K Buy
10,718
+60
+0.6% +$2.44K 0.06% 282
2023
Q3 		$419K Sell
10,658
-1,320
-11% -$52.2K 0.06% 305
2023
Q2 		$463K Buy
11,978
+191
+2% +$7.44K 0.06% 326
2023
Q1 		$460K Sell
11,787
-849
-7% -$35.6K 0.07% 307
2022
Q4 		$534K Buy
+12,636
New +$518K 0.07% 331

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

SYSTM Wealth Solutions's CNA Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of CNA Financial (CNA) in Q2 2024, closing a stake of 10,249 shares — an estimated $466K sold.

SYSTM Wealth Solutions first reported a position in CNA in Q4 2022 and held it in 6 quarters. The position peaked at $534K in Q4 2022. 245 funds tracked by Wall St. Rank hold CNA as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining CNA Financial position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,249 CNA Financial shares in Q2 2024, an estimated $466K.
  • SYSTM Wealth Solutions first reported a position in CNA Financial in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's CNA Financial position peaked at $534K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held CNA Financial as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.