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Arkadios Wealth Advisors’s CVR Partners UAN Stock Holding History

Arkadios Wealth Advisors’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-21
Closed -$1K – 2060
2021
Q2 		$1K Hold
21
– – ﹤0.01% 1923
2021
Q1 		$0 Hold
21
– – ﹤0.01% 1749
2020
Q4 		$0 Buy
+21
New +$204 ﹤0.01% 1485

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Arkadios Wealth Advisors's UAN Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of CVR Partners (UAN) in Q3 2021, closing a stake of 21 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in UAN in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 39 funds tracked by Wall St. Rank hold UAN as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining CVR Partners position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 21 CVR Partners shares in Q3 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in CVR Partners in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's CVR Partners position peaked at $1K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held CVR Partners as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.