B. Riley Wealth Advisors’s CVR Energy CVI Stock Holding History

B. Riley Wealth Advisors’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	-5,375	Closed	-$218K	–	819
2019 Q4	$218K	Sell	5,375 -115	-2%	-$5.05K	0.02%	729
2019 Q3	$242K	Sell	5,490 -55	-1%	-$2.56K	0.02%	670
2019 Q2	$278K	Sell	5,545 -37	-0.7%	-$1.66K	0.03%	595
2019 Q1	$230K	Buy	+5,582	New	+$222K	0.03%	599
2015 Q1	–	Sell	-9	Closed	–	–	858
2014 Q4	$0	Buy	+9	New	+$397	﹤0.01%	3686
2014 Q3	–	Sell	-9	Closed	-$433	–	895
2014 Q2	$433	Buy	+9	New	+$423	﹤0.01%	2336

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

B. Riley Wealth Advisors's CVI Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of CVR Energy (CVI) in Q1 2020, closing a stake of 5,375 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in CVI in Q2 2014 and held it in 6 quarters. The position peaked at $278K in Q2 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

B. Riley Wealth Advisors reported no remaining CVR Energy position as of Q1 2020 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,375 CVR Energy shares in Q1 2020, an estimated $218K.
B. Riley Wealth Advisors first reported a position in CVR Energy in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's CVR Energy position peaked at $278K in Q2 2019.
175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.