TFO Wealth Partners’s CNO Financial Group CNO Stock Holding History

TFO Wealth Partners’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	-1	Closed	-$179	–	845
2022 Q4	$179	Buy	+1	New	+$22	﹤0.01%	650

Other funds holding CNO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TFO Wealth Partners's CNO Position: Q1 2023 in Review

TFO Wealth Partners sold out of CNO Financial Group (CNO) in Q1 2023, closing a stake of 1 share — an estimated $179 sold.

TFO Wealth Partners first reported a position in CNO in Q4 2022 and held it in 1 quarter. The position peaked at $179 in Q4 2022. 257 funds tracked by Wall St. Rank hold CNO as of Q1 2023.

TFO Wealth Partners reported no remaining CNO Financial Group position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 1 CNO Financial Group share in Q1 2023, an estimated $179.
TFO Wealth Partners first reported a position in CNO Financial Group in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's CNO Financial Group position peaked at $179 in Q4 2022.
257 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.