Creative Financial Designs’s CVR Energy CVI Stock Holding History

Creative Financial Designs’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
2022 Q4	–	Sell	-192	Closed	-$6K	–	1311
2022 Q3	$6K	Buy	+192	New	+$6.05K	﹤0.01%	991

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Financial Designs's CVI Position: Q4 2022 in Review

Creative Financial Designs sold out of CVR Energy (CVI) in Q4 2022, closing a stake of 192 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in CVI in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 184 funds tracked by Wall St. Rank hold CVI as of Q4 2022.

Creative Financial Designs reported no remaining CVR Energy position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 192 CVR Energy shares in Q4 2022, an estimated $6K.
Creative Financial Designs first reported a position in CVR Energy in Q3 2022 and held it in 1 quarter.
Creative Financial Designs's CVR Energy position peaked at $6K in Q3 2022.
184 funds tracked by Wall St. Rank held CVR Energy as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.