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Compass Financial Advisors’s Carvana CVNA Stock Holding History

Compass 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
2022
Q4 		– Sell
-68,460
Closed -$278K – 130
2022
Q3 		$278K Sell
68,460
-2,105
-3% -$13.7K 0.41% 85
2022
Q2 		$319K Buy
70,565
+52,010
+280% +$547K 0.43% 82
2022
Q1 		$443K Buy
18,555
+3,715
+25% +$108K 0.49% 72
2021
Q4 		$688K Buy
+14,840
New +$816K 0.76% 48

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Compass Financial Advisors's CVNA Position: Q4 2022 in Review

Compass Financial Advisors sold out of Carvana (CVNA) in Q4 2022, closing a stake of 68,460 shares — an estimated $278K sold.

Compass Financial Advisors first reported a position in CVNA in Q4 2021 and held it in 4 quarters. The position peaked at $688K in Q4 2021. 223 funds tracked by Wall St. Rank hold CVNA as of Q4 2022.

  • Compass Financial Advisors reported no remaining Carvana position as of Q4 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 68,460 Carvana shares in Q4 2022, an estimated $278K.
  • Compass Financial Advisors first reported a position in Carvana in Q4 2021 and held it in 4 quarters.
  • Compass Financial Advisors's Carvana position peaked at $688K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Carvana as of Q4 2022.

Based on Compass Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.