First Trust Direct Indexing’s Carvana CVNA Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-10,340	Closed	-$360K	–	215
2024 Q3	$360K	Buy	10,340 +1,215	+13%	+$34.9K	0.02%	661
2024 Q2	$235K	Buy	+9,125	New	+$184K	0.01%	760
2022 Q1	–	Sell	-5,155	Closed	-$239K	–	678
2021 Q4	$239K	Sell	5,155 -495	-9%	-$27.2K	0.03%	555
2021 Q3	$341K	Sell	5,650 -115	-2%	-$7.65K	0.05%	441
2021 Q2	$348K	Buy	+5,765	New	+$314K	0.05%	427

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Trust Direct Indexing's CVNA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Carvana (CVNA) in Q4 2024, closing a stake of 10,340 shares — an estimated $360K sold.

First Trust Direct Indexing first reported a position in CVNA in Q2 2021 and held it in 5 quarters. The position peaked at $360K in Q3 2024. 586 funds tracked by Wall St. Rank hold CVNA as of Q4 2024.

First Trust Direct Indexing reported no remaining Carvana position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 10,340 Carvana shares in Q4 2024, an estimated $360K.
First Trust Direct Indexing first reported a position in Carvana in Q2 2021 and held it in 5 quarters.
First Trust Direct Indexing's Carvana position peaked at $360K in Q3 2024.
586 funds tracked by Wall St. Rank held Carvana as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.