Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CVR Energy CVI Stock Holding History

Cambridge Investment Research 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
2023
Q2 		– Sell
-6,276
Closed -$206K – 3198
2023
Q1 		$206K Buy
+6,276
New +$201K ﹤0.01% 2795

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Cambridge Investment Research Advisors's CVI Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of CVR Energy (CVI) in Q2 2023, closing a stake of 6,276 shares — an estimated $206K sold.

Cambridge Investment Research Advisors first reported a position in CVI in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 174 funds tracked by Wall St. Rank hold CVI as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining CVR Energy position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,276 CVR Energy shares in Q2 2023, an estimated $206K.
  • Cambridge Investment Research Advisors first reported a position in CVR Energy in Q1 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's CVR Energy position peaked at $206K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held CVR Energy as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.