AE Wealth Management’s CVR Energy CVI Stock Holding History

AE Wealth Management’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
2020 Q1	–	Sell	-9,017	Closed	-$365K	–	1138
2019 Q4	$365K	Buy	+9,017	New	+$396K	0.01%	834

Other funds holding CVI

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's CVI Position: Q1 2020 in Review

AE Wealth Management sold out of CVR Energy (CVI) in Q1 2020, closing a stake of 9,017 shares — an estimated $365K sold.

AE Wealth Management first reported a position in CVI in Q4 2019 and held it in 1 quarter. The position peaked at $365K in Q4 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

AE Wealth Management reported no remaining CVR Energy position as of Q1 2020 after selling out during the quarter.
AE Wealth Management sold 9,017 CVR Energy shares in Q1 2020, an estimated $365K.
AE Wealth Management first reported a position in CVR Energy in Q4 2019 and held it in 1 quarter.
AE Wealth Management's CVR Energy position peaked at $365K in Q4 2019.
175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.