Advisornet Financial’s CVR Energy CVI Stock Holding History

Advisornet Financial’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-45	Closed	-$1.04K	–	2030
2024 Q3	$1.04K	Buy	+45	New	+$1.11K	﹤0.01%	1933
2024 Q2	–	Sell	-7	Closed	-$250	–	2098
2024 Q1	$250	Sell	7 -13	-65%	-$432	﹤0.01%	1948
2023 Q4	$606	Buy	20 +6	+43%	+$190	﹤0.01%	2038
2023 Q3	$476	Buy	14 +4	+40%	+$137	﹤0.01%	1993
2023 Q2	$300	Hold	10	–	–	﹤0.01%	2149
2023 Q1	$328	Buy	+10	New	+$321	﹤0.01%	2156
2022 Q2	–	Sell	-18	Closed	–	–	1918
2022 Q1	$0	Hold	18	–	–	﹤0.01%	2030
2021 Q4	$0	Hold	18	–	–	﹤0.01%	2044
2021 Q3	$0	Hold	18	–	–	﹤0.01%	1900
2021 Q2	$0	Hold	18	–	–	﹤0.01%	1812
2021 Q1	$0	Hold	18	–	–	﹤0.01%	1763
2020 Q4	$0	Hold	18	–	–	﹤0.01%	1696
2020 Q3	$0	Hold	18	–	–	﹤0.01%	1745
2020 Q2	$0	Buy	+18	New	+$363	﹤0.01%	1794

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's CVI Position: Q4 2024 in Review

Advisornet Financial sold out of CVR Energy (CVI) in Q4 2024, closing a stake of 45 shares — an estimated $1.04K sold.

Advisornet Financial first reported a position in CVI in Q2 2020 and held it in 14 quarters. The position peaked at $1.04K in Q3 2024. 192 funds tracked by Wall St. Rank hold CVI as of Q4 2024.

Advisornet Financial reported no remaining CVR Energy position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 45 CVR Energy shares in Q4 2024, an estimated $1.04K.
Advisornet Financial first reported a position in CVR Energy in Q2 2020 and held it in 14 quarters.
Advisornet Financial's CVR Energy position peaked at $1.04K in Q3 2024.
192 funds tracked by Wall St. Rank held CVR Energy as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.