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Avitas Wealth Management’s Carvana CVNA Stock Holding History

Avitas Wealth Management’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
Q1 		– Sell
-12,860
Closed -$596K – 198
2021
Q4 		$596K Buy
12,860
+390
+3% +$21.5K 0.1% 149
2021
Q3 		$752K Sell
12,470
-165
-1% -$11K 0.14% 147
2021
Q2 		$763K Buy
12,635
+415
+3% +$22.6K 0.14% 158
2021
Q1 		$641K Sell
12,220
-3,395
-22% -$187K 0.13% 177
2020
Q4 		$748K Buy
15,615
+4,430
+40% +$203K 0.15% 166
2020
Q3 		$499K Sell
11,185
-3,485
-24% -$124K 0.14% 143
2020
Q2 		$353K Buy
+14,670
New +$275K 0.12% 143

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avitas Wealth Management's CVNA Position: Q1 2022 in Review

Avitas Wealth Management sold out of Carvana (CVNA) in Q1 2022, closing a stake of 12,860 shares — an estimated $596K sold.

Avitas Wealth Management first reported a position in CVNA in Q2 2020 and held it in 7 quarters. The position peaked at $763K in Q2 2021. 382 funds tracked by Wall St. Rank hold CVNA as of Q1 2022.

  • Avitas Wealth Management reported no remaining Carvana position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 12,860 Carvana shares in Q1 2022, an estimated $596K.
  • Avitas Wealth Management first reported a position in Carvana in Q2 2020 and held it in 7 quarters.
  • Avitas Wealth Management's Carvana position peaked at $763K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Carvana as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.