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Capstone Financial Advisors’s Carvana CVNA Stock Holding History

Capstone Financial Advisors’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
2023
Q1 		– Sell
-100,000
Closed -$94.8K – 141
2022
Q4 		$94.8K Buy
+100,000
New +$211K 0.01% 120

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 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 $2.36B AUM 17.42% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Capstone Financial Advisors's CVNA Position: Q1 2023 in Review

Capstone Financial Advisors sold out of Carvana (CVNA) in Q1 2023, closing a stake of 100,000 shares — an estimated $94.8K sold.

Capstone Financial Advisors first reported a position in CVNA in Q4 2022 and held it in 1 quarter. The position peaked at $94.8K in Q4 2022. 215 funds tracked by Wall St. Rank hold CVNA as of Q1 2023.

  • Capstone Financial Advisors reported no remaining Carvana position as of Q1 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 100,000 Carvana shares in Q1 2023, an estimated $94.8K.
  • Capstone Financial Advisors first reported a position in Carvana in Q4 2022 and held it in 1 quarter.
  • Capstone Financial Advisors's Carvana position peaked at $94.8K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Carvana as of Q1 2023.

Based on Capstone Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.