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Cascadia Advisory Services’s CVR Energy CVI Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$273K Buy
+6,755
New +$297K 0.08% 208

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cascadia Advisory Services's CVI Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in CVR Energy (CVI) in Q4 2019: 6,755 shares worth $273K. The stake represents 0.08% of the portfolio and ranks #208 among its holdings.

232 funds tracked by Wall St. Rank hold CVI as of Q4 2019.

  • Cascadia Advisory Services held 6,755 shares of CVR Energy worth $273K as of Q4 2019.
  • CVR Energy was a new Cascadia Advisory Services position in Q4 2019.
  • CVR Energy made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #208 holding.
  • 232 funds tracked by Wall St. Rank held CVR Energy as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.