BAM
UAN icon

Belpointe Asset Management’s CVR Partners UAN Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-139
Closed -$12.4K – 3195
2023
Q1 		$12.4K Buy
+139
New +$13.5K ﹤0.01% 2591

Other funds holding UAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Belpointe Asset Management's UAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of CVR Partners (UAN) in Q2 2023, closing a stake of 139 shares — an estimated $12.4K sold.

Belpointe Asset Management first reported a position in UAN in Q1 2023 and held it in 1 quarter. The position peaked at $12.4K in Q1 2023. 53 funds tracked by Wall St. Rank hold UAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining CVR Partners position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 139 CVR Partners shares in Q2 2023, an estimated $12.4K.
  • Belpointe Asset Management first reported a position in CVR Partners in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's CVR Partners position peaked at $12.4K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held CVR Partners as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.