CNWM
CVNA icon

Clay Northam Wealth Management’s Carvana CVNA Stock Holding History

Clay Northam Wealth 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
2025
Q1 		– Sell
-8,250
Closed -$336K – 91
2024
Q4 		$336K Sell
8,250
-500
-6% -$22.5K 0.22% 60
2024
Q3 		$305K Hold
8,750
– – 0.21% 60
2024
Q2 		$225K Buy
+8,750
New +$176K 0.17% 73

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clay Northam Wealth Management's CVNA Position: Q1 2025 in Review

Clay Northam Wealth Management sold out of Carvana (CVNA) in Q1 2025, closing a stake of 8,250 shares — an estimated $336K sold.

Clay Northam Wealth Management first reported a position in CVNA in Q2 2024 and held it in 3 quarters. The position peaked at $336K in Q4 2024. 614 funds tracked by Wall St. Rank hold CVNA as of Q1 2025.

  • Clay Northam Wealth Management reported no remaining Carvana position as of Q1 2025 after selling out during the quarter.
  • Clay Northam Wealth Management sold 8,250 Carvana shares in Q1 2025, an estimated $336K.
  • Clay Northam Wealth Management first reported a position in Carvana in Q2 2024 and held it in 3 quarters.
  • Clay Northam Wealth Management's Carvana position peaked at $336K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Carvana as of Q1 2025.

Based on Clay Northam Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.