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U.S. Capital Wealth Advisors’s CNA Financial CNA Stock Holding History

U.S. Capital 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
Q1 		– Sell
-266
Closed -$11.2K – 803
2022
Q4 		$11.2K Buy
+266
New +$10.9K ﹤0.01% 1247

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's CNA Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of CNA Financial (CNA) in Q1 2023, closing a stake of 266 shares — an estimated $11.2K sold.

U.S. Capital Wealth Advisors first reported a position in CNA in Q4 2022 and held it in 1 quarter. The position peaked at $11.2K in Q4 2022. 214 funds tracked by Wall St. Rank hold CNA as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining CNA Financial position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 266 CNA Financial shares in Q1 2023, an estimated $11.2K.
  • U.S. Capital Wealth Advisors first reported a position in CNA Financial in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's CNA Financial position peaked at $11.2K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CNA Financial as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.