TCI Wealth Advisors’s CNA Financial CNA Stock Holding History

TCI 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
2023 Q2	–	Sell	-3	Closed	-$118	–	609
2023 Q1	$118	Hold	3	–	–	﹤0.01%	2385
2022 Q4	$127	Hold	3	–	–	﹤0.01%	2387
2022 Q3	$0	Buy	+3	New	+$122	﹤0.01%	2292
2021 Q3	–	Sell	-79	Closed	-$4K	–	2403
2021 Q2	$4K	Hold	79	–	–	﹤0.01%	1545
2021 Q1	$4K	Buy	+79	New	+$3.37K	﹤0.01%	1348
2020 Q1	–	Sell	-10	Closed	–	–	1515
2019 Q4	$0	Buy	+10	New	+$451	﹤0.01%	1551

Other funds holding CNA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

PMG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's CNA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CNA Financial (CNA) in Q2 2023, closing a stake of 3 shares — an estimated $118 sold.

TCI Wealth Advisors first reported a position in CNA in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 208 funds tracked by Wall St. Rank hold CNA as of Q2 2023.

TCI Wealth Advisors reported no remaining CNA Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 CNA Financial shares in Q2 2023, an estimated $118.
TCI Wealth Advisors first reported a position in CNA Financial in Q4 2019 and held it in 6 quarters.
TCI Wealth Advisors's CNA Financial position peaked at $4K in Q2 2021.
208 funds tracked by Wall St. Rank held CNA Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.