Valeo Financial Advisors’s CNA Financial CNA Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-99	Closed	-$4K	–	759
2021 Q1	$4K	Buy	+99	New	+$4.22K	﹤0.01%	1610

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

PMG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's CNA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of CNA Financial (CNA) in Q2 2021, closing a stake of 99 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in CNA in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 159 funds tracked by Wall St. Rank hold CNA as of Q2 2021.

Valeo Financial Advisors reported no remaining CNA Financial position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 99 CNA Financial shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in CNA Financial in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's CNA Financial position peaked at $4K in Q1 2021.
159 funds tracked by Wall St. Rank held CNA Financial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.