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Venturi Wealth Management’s CNO Financial Group CNO Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-127
Closed -$4.73K – 818
2024
Q4 		$4.73K Buy
+127
New +$4.72K ﹤0.01% 1688

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Venturi Wealth Management's CNO Position: Q1 2025 in Review

Venturi Wealth Management sold out of CNO Financial Group (CNO) in Q1 2025, closing a stake of 127 shares — an estimated $4.73K sold.

Venturi Wealth Management first reported a position in CNO in Q4 2024 and held it in 1 quarter. The position peaked at $4.73K in Q4 2024. 343 funds tracked by Wall St. Rank hold CNO as of Q1 2025.

  • Venturi Wealth Management reported no remaining CNO Financial Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 127 CNO Financial Group shares in Q1 2025, an estimated $4.73K.
  • Venturi Wealth Management first reported a position in CNO Financial Group in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's CNO Financial Group position peaked at $4.73K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.