WR Wealth Planners’s CNA Financial CNA Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-16	Closed	-$727	–	1158
2024 Q1	$727	Buy	+16	New	+$706	﹤0.01%	1003

Other funds holding CNA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PMG

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

WR Wealth Planners's CNA Position: Q2 2024 in Review

WR Wealth Planners sold out of CNA Financial (CNA) in Q2 2024, closing a stake of 16 shares — an estimated $727 sold.

WR Wealth Planners first reported a position in CNA in Q1 2024 and held it in 1 quarter. The position peaked at $727 in Q1 2024. 245 funds tracked by Wall St. Rank hold CNA as of Q2 2024.

WR Wealth Planners reported no remaining CNA Financial position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 16 CNA Financial shares in Q2 2024, an estimated $727.
WR Wealth Planners first reported a position in CNA Financial in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's CNA Financial position peaked at $727 in Q1 2024.
245 funds tracked by Wall St. Rank held CNA Financial as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.