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

TCI 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
Q2 		– Sell
-2,374
Closed -$52.7K – 618
2023
Q1 		$52.7K Hold
2,374
– – 0.01% 421
2022
Q4 		$54.2K Hold
2,374
– – 0.01% 387
2022
Q3 		$43K Buy
2,374
+350
+17% +$6.49K 0.01% 406
2022
Q2 		$37K Sell
2,024
-659
-25% -$14.1K 0.01% 445
2022
Q1 		$67K Buy
2,683
+95
+4% +$2.36K 0.01% 333
2021
Q4 		$62K Buy
2,588
+97
+4% +$2.38K 0.01% 353
2021
Q3 		$59K Buy
2,491
+113
+5% +$2.64K 0.01% 376
2021
Q2 		$56K Hold
2,378
– – 0.01% 372
2021
Q1 		$58K Buy
2,378
+344
+17% +$8.19K 0.02% 325
2020
Q4 		$45K Buy
2,034
+10
+0.5% +$204 0.02% 350
2020
Q3 		$32K Buy
2,024
+151
+8% +$2.42K 0.01% 373
2020
Q2 		$29K Hold
1,873
– – 0.01% 386
2020
Q1 		$23K Hold
1,873
– – 0.01% 431
2019
Q4 		$34K Hold
1,873
– – 0.01% 456
2019
Q3 		$30K Hold
1,873
– – 0.01% 419
2019
Q2 		$31K Hold
1,873
– – 0.01% 393
2019
Q1 		$30K Hold
1,873
– – 0.01% 427
2018
Q4 		$28K Sell
1,873
-32
-2% -$584 0.01% 417
2018
Q3 		$40K Sell
1,905
-66
-3% -$1.39K 0.02% 373
2018
Q2 		$38K Buy
1,971
+98
+5% +$2.03K 0.02% 367
2018
Q1 		$41K Hold
1,873
– – 0.02% 358
2017
Q4 		$46K Hold
1,873
– – 0.02% 359
2017
Q3 		$44K Hold
1,873
– – 0.02% 333
2017
Q2 		$39K Hold
1,873
– – 0.02% 355
2017
Q1 		$38K Hold
1,873
– – 0.02% 337
2016
Q4 		$36K Hold
1,873
– – 0.02% 377
2016
Q3 		$29K Hold
1,873
– – 0.02% 372
2016
Q2 		$33K Hold
1,873
– – 0.02% 342
2016
Q1 		$34K Hold
1,873
– – 0.02% 350
2015
Q4 		$36K Buy
+1,873
New +$36.4K 0.02% 342

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

TCI Wealth Advisors sold out of CNO Financial Group (CNO) in Q2 2023, closing a stake of 2,374 shares — an estimated $52.7K sold.

TCI Wealth Advisors first reported a position in CNO in Q4 2015 and held it in 30 quarters. The position peaked at $67K in Q1 2022. 245 funds tracked by Wall St. Rank hold CNO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CNO Financial Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,374 CNO Financial Group shares in Q2 2023, an estimated $52.7K.
  • TCI Wealth Advisors first reported a position in CNO Financial Group in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's CNO Financial Group position peaked at $67K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2023.

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