Glassman Wealth Services’s Carvana CVNA Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-80	Closed	-$847	–	604
2023 Q4	$847	Sell	80 -280	-78%	-$2.1K	﹤0.01%	1591
2023 Q3	$3.02K	Buy	360 +250	+227%	+$2.15K	﹤0.01%	1214
2023 Q2	$570	Hold	110	–	–	﹤0.01%	1613
2023 Q1	$215	Hold	110	–	–	﹤0.01%	1786
2022 Q4	$104	Buy	110 +75	+214%	+$158	﹤0.01%	1882
2022 Q3	$0	Buy	35 +15	+75%	+$98	﹤0.01%	1726
2022 Q2	$0	Sell	20 -330	-94%	-$3.47K	﹤0.01%	1735
2022 Q1	$8K	Buy	350 +160	+84%	+$4.67K	﹤0.01%	888
2021 Q4	$9K	Sell	190 -275	-59%	-$15.1K	﹤0.01%	819
2021 Q3	$28K	Buy	465 +20	+4%	+$1.33K	0.01%	489
2021 Q2	$27K	Buy	445 +130	+41%	+$7.07K	0.01%	486
2021 Q1	$17K	Hold	315	–	–	﹤0.01%	571
2020 Q4	$15K	Hold	315	–	–	﹤0.01%	608
2020 Q3	$14K	Buy	315 +300	+2,000%	+$10.6K	﹤0.01%	530
2020 Q2	$0	Buy	+15	New	+$281	﹤0.01%	1287
2019 Q3	–	Sell	-15	Closed	–	–	1107
2019 Q2	$0	Buy	+15	New	+$193	﹤0.01%	1131

Other funds holding CVNA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return