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Core Wealth Advisors (Florida)’s Carvana CVNA Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q4 		– Sell
-150
Closed -$1.26K – 269
2023
Q3 		$1.26K Hold
150
– – ﹤0.01% 224
2023
Q2 		$778 Hold
150
– – ﹤0.01% 224
2023
Q1 		$294 Buy
+150
New +$260 ﹤0.01% 252

Other funds holding CVNA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CVNA Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Carvana (CVNA) in Q4 2023, closing a stake of 150 shares — an estimated $1.26K sold.

Core Wealth Advisors (Florida) first reported a position in CVNA in Q1 2023 and held it in 3 quarters. The position peaked at $1.26K in Q3 2023. 292 funds tracked by Wall St. Rank hold CVNA as of Q4 2023.

  • Core Wealth Advisors (Florida) reported no remaining Carvana position as of Q4 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 150 Carvana shares in Q4 2023, an estimated $1.26K.
  • Core Wealth Advisors (Florida) first reported a position in Carvana in Q1 2023 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Carvana position peaked at $1.26K in Q3 2023.
  • 292 funds tracked by Wall St. Rank held Carvana as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.