Western Pacific Wealth Management’s CNA Financial CNA Stock Holding History

Western Pacific Wealth Management’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
2024 Q4	–	Sell	-107	Closed	-$5.24K	–	222
2024 Q3	$5.24K	Buy	107 +1	+0.9%	+$49	﹤0.01%	219
2024 Q2	$4.89K	Buy	106 +1	+1%	+$44	﹤0.01%	194
2024 Q1	$4.77K	Buy	105 +1	+1%	+$44	﹤0.01%	215
2023 Q4	$4.4K	Buy	104 +1	+1%	+$41	﹤0.01%	205
2023 Q3	$4.05K	Hold	103	–	–	﹤0.01%	227
2023 Q2	$3.98K	Hold	103	–	–	﹤0.01%	237
2023 Q1	$4.02K	Hold	103	–	–	﹤0.01%	241
2022 Q4	$4.35K	Hold	103	–	–	﹤0.01%	225
2022 Q3	$3K	Hold	103	–	–	﹤0.01%	215
2022 Q2	$4K	Hold	103	–	–	﹤0.01%	158
2022 Q1	$5K	Hold	103	–	–	﹤0.01%	176
2021 Q4	$4K	Buy	+103	New	+$4.58K	﹤0.01%	181

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Western Pacific Wealth Management's CNA Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of CNA Financial (CNA) in Q4 2024, closing a stake of 107 shares — an estimated $5.24K sold.

Western Pacific Wealth Management first reported a position in CNA in Q4 2021 and held it in 12 quarters. The position peaked at $5.24K in Q3 2024. 274 funds tracked by Wall St. Rank hold CNA as of Q4 2024.

Western Pacific Wealth Management reported no remaining CNA Financial position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 107 CNA Financial shares in Q4 2024, an estimated $5.24K.
Western Pacific Wealth Management first reported a position in CNA Financial in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's CNA Financial position peaked at $5.24K in Q3 2024.
274 funds tracked by Wall St. Rank held CNA Financial as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.