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AJ Wealth Strategies’s Carvana CVNA Stock Holding History

AJ Wealth Strategies’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,375
Closed -$415K – 315
2022
Q1 		$415K Buy
17,375
+9,125
+111% +$266K 0.02% 216
2021
Q4 		$382K Buy
8,250
+3,740
+83% +$206K 0.02% 224
2021
Q3 		$272K Hold
4,510
– – 0.01% 247
2021
Q2 		$272K Buy
+4,510
New +$245K 0.02% 238

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AJ Wealth Strategies's CVNA Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Carvana (CVNA) in Q2 2022, closing a stake of 17,375 shares — an estimated $415K sold.

AJ Wealth Strategies first reported a position in CVNA in Q2 2021 and held it in 4 quarters. The position peaked at $415K in Q1 2022. 306 funds tracked by Wall St. Rank hold CVNA as of Q2 2022.

  • AJ Wealth Strategies reported no remaining Carvana position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 17,375 Carvana shares in Q2 2022, an estimated $415K.
  • AJ Wealth Strategies first reported a position in Carvana in Q2 2021 and held it in 4 quarters.
  • AJ Wealth Strategies's Carvana position peaked at $415K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Carvana as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.