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Axxcess Wealth Management’s Carvana CVNA Stock Holding History

Axxcess 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
2025
Q1 		– Sell
-23,795
Closed -$968K – 862
2024
Q4 		$968K Buy
23,795
+1,275
+6% +$57.3K 0.02% 409
2024
Q3 		$784K Buy
+22,520
New +$647K 0.02% 446
2022
Q1 		– Sell
-5,710
Closed -$265K – 647
2021
Q4 		$265K Buy
+5,710
New +$314K 0.02% 508

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axxcess Wealth Management's CVNA Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Carvana (CVNA) in Q1 2025, closing a stake of 23,795 shares — an estimated $968K sold.

Axxcess Wealth Management first reported a position in CVNA in Q4 2021 and held it in 3 quarters. The position peaked at $968K in Q4 2024. 613 funds tracked by Wall St. Rank hold CVNA as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Carvana position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 23,795 Carvana shares in Q1 2025, an estimated $968K.
  • Axxcess Wealth Management first reported a position in Carvana in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Carvana position peaked at $968K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Carvana as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.