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Charter Oak Capital Management’s Carvana CVNA Stock Holding History

Charter Oak Capital Management’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
2021
Q4 		– Sell
-45
Closed -$3K – 862
2021
Q3 		$3K Hold
45
– – ﹤0.01% 720
2021
Q2 		$3K Buy
+45
New +$2.45K ﹤0.01% 711

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Citigroup
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SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Charter Oak Capital Management's CVNA Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Carvana (CVNA) in Q4 2021, closing a stake of 45 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in CVNA in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 421 funds tracked by Wall St. Rank hold CVNA as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Carvana position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 45 Carvana shares in Q4 2021, an estimated $3K.
  • Charter Oak Capital Management first reported a position in Carvana in Q2 2021 and held it in 2 quarters.
  • Charter Oak Capital Management's Carvana position peaked at $3K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Carvana as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.