BDO Wealth Advisors’s CVR Energy CVI Stock Holding History

BDO 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
2021 Q1	–	Sell	-250	Closed	-$4K	–	1178
2020 Q4	$4K	Hold	250	–	–	﹤0.01%	658
2020 Q3	$3K	Hold	250	–	–	﹤0.01%	616
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	559
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	619
2019 Q4	$10K	Hold	250	–	–	﹤0.01%	433
2019 Q3	$11K	Hold	250	–	–	﹤0.01%	451
2019 Q2	$12K	Buy	+250	New	+$11.2K	﹤0.01%	429

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

BDO Wealth Advisors's CVI Position: Q1 2021 in Review

BDO Wealth Advisors sold out of CVR Energy (CVI) in Q1 2021, closing a stake of 250 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in CVI in Q2 2019 and held it in 7 quarters. The position peaked at $12K in Q2 2019. 148 funds tracked by Wall St. Rank hold CVI as of Q1 2021.

BDO Wealth Advisors reported no remaining CVR Energy position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 250 CVR Energy shares in Q1 2021, an estimated $4K.
BDO Wealth Advisors first reported a position in CVR Energy in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's CVR Energy position peaked at $12K in Q2 2019.
148 funds tracked by Wall St. Rank held CVR Energy as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.