BWM
CVNA icon

BerganKDV Wealth Management’s Carvana CVNA Stock Holding History

BerganKDV 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
Q4 		– Sell
-25
Closed – – 1057
2022
Q3 		$0 Buy
+25
New +$163 ﹤0.01% 984
2022
Q2 		– Sell
-5
Closed – – 984
2022
Q1 		$0 Buy
+5
New +$146 ﹤0.01% 1010

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BerganKDV Wealth Management's CVNA Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Carvana (CVNA) in Q4 2022, closing a stake of 25 shares.

BerganKDV Wealth Management first reported a position in CVNA in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 223 funds tracked by Wall St. Rank hold CVNA as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Carvana position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 25 Carvana shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Carvana in Q1 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Carvana position peaked at $0 in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Carvana as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.