Engrave Wealth Partners’s CVR Energy CVI Stock Holding History

Engrave Wealth Partners’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
2020 Q2	–	Sell	-38	Closed	–	–	452
2020 Q1	$0	Buy	+38	New	+$1.14K	﹤0.01%	428

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Engrave Wealth Partners's CVI Position: Q2 2020 in Review

Engrave Wealth Partners sold out of CVR Energy (CVI) in Q2 2020, closing a stake of 38 shares.

Engrave Wealth Partners first reported a position in CVI in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 155 funds tracked by Wall St. Rank hold CVI as of Q2 2020.

Engrave Wealth Partners reported no remaining CVR Energy position as of Q2 2020 after selling out during the quarter.
Engrave Wealth Partners sold 38 CVR Energy shares in Q2 2020.
Engrave Wealth Partners first reported a position in CVR Energy in Q1 2020 and held it in 1 quarter.
Engrave Wealth Partners's CVR Energy position peaked at $0 in Q1 2020.
155 funds tracked by Wall St. Rank held CVR Energy as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.