Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CVR Partners UAN Stock Holding History

Cambridge Investment Research Advisors’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
-12,600
Closed -$1.12M – 3293
2023
Q1 		$1.12M Buy
12,600
+4,164
+49% +$405K 0.01% 1500
2022
Q4 		$848K Buy
8,436
+409
+5% +$48.1K ﹤0.01% 1624
2022
Q3 		$919K Buy
8,027
+633
+9% +$72.2K 0.01% 1537
2022
Q2 		$738K Sell
7,394
-523
-7% -$70.3K ﹤0.01% 1681
2022
Q1 		$1.09M Buy
7,917
+5,410
+216% +$576K 0.01% 1514
2021
Q4 		$207K Buy
+2,507
New +$199K ﹤0.01% 2867

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

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

Cambridge Investment Research Advisors sold out of CVR Partners (UAN) in Q2 2023, closing a stake of 12,600 shares — an estimated $1.12M sold.

Cambridge Investment Research Advisors first reported a position in UAN in Q4 2021 and held it in 6 quarters. The position peaked at $1.12M in Q1 2023. 53 funds tracked by Wall St. Rank hold UAN as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining CVR Partners position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,600 CVR Partners shares in Q2 2023, an estimated $1.12M.
  • Cambridge Investment Research Advisors first reported a position in CVR Partners in Q4 2021 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's CVR Partners position peaked at $1.12M in Q1 2023.
  • 53 funds tracked by Wall St. Rank held CVR Partners as of Q2 2023.

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