HWA
CVNA icon

Heritage Wealth Advisors’s Carvana CVNA Stock Holding History

Heritage Wealth Advisors’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
2021
Q2 		– Sell
-1,000
Closed -$52.5K – 566
2021
Q1 		$52.5K Hold
1,000
– – ﹤0.01% 327
2020
Q4 		$48K Buy
+1,000
New +$45.7K ﹤0.01% 329

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Heritage Wealth Advisors's CVNA Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Carvana (CVNA) in Q2 2021, closing a stake of 1,000 shares — an estimated $52.5K sold.

Heritage Wealth Advisors first reported a position in CVNA in Q4 2020 and held it in 2 quarters. The position peaked at $52.5K in Q1 2021. 439 funds tracked by Wall St. Rank hold CVNA as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Carvana position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,000 Carvana shares in Q2 2021, an estimated $52.5K.
  • Heritage Wealth Advisors first reported a position in Carvana in Q4 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Carvana position peaked at $52.5K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Carvana as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.