CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s CVR Partners UAN Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-40
Closed -$4K – 3925
2022
Q2 		$4K Sell
40
-23
-37% -$3.09K ﹤0.01% 4221
2022
Q1 		$9K Buy
+63
New +$6.71K ﹤0.01% 3867

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CF
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IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

CAPTRUST Financial Advisors's UAN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of CVR Partners (UAN) in Q3 2022, closing a stake of 40 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in UAN in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 50 funds tracked by Wall St. Rank hold UAN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining CVR Partners position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 40 CVR Partners shares in Q3 2022, an estimated $4K.
  • CAPTRUST Financial Advisors first reported a position in CVR Partners in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's CVR Partners position peaked at $9K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held CVR Partners as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.