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WR Wealth Planners’s Cincinnati Financial CINF Stock Holding History

WR Wealth Planners’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.74K Buy
26
+8
+44% +$1.17K ﹤0.01% 749
2024
Q3 		$2.45K Hold
18
– – ﹤0.01% 867
2024
Q2 		$2.13K Buy
+18
New +$2.11K ﹤0.01% 874

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's CINF Position: Q4 2024 in Review

WR Wealth Planners increased its Cincinnati Financial (CINF) stake by 44% in Q4 2024, buying an estimated $1.17K and bringing the position to 26 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

WR Wealth Planners first reported a position in CINF in Q2 2024 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold CINF as of Q4 2024.

  • WR Wealth Planners held 26 shares of Cincinnati Financial worth $3.74K as of Q4 2024.
  • WR Wealth Planners bought 8 Cincinnati Financial shares in Q4 2024, an estimated $1.17K.
  • Cincinnati Financial made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #749 holding.
  • WR Wealth Planners first reported a position in Cincinnati Financial in Q2 2024 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.