IAM Advisory’s Carvana CVNA Stock Holding History

IAM Advisory’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	-20,995	Closed	-$1.22M	–	59
2021 Q1	$1.22M	Buy	20,995 +240	+1%	+$13.2K	0.53%	27
2020 Q4	$1.18M	Buy	+20,755	New	+$949K	0.59%	22

Other funds holding CVNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SHIM

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

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

IAM Advisory's CVNA Position: Q2 2021 in Review

IAM Advisory sold out of Carvana (CVNA) in Q2 2021, closing a stake of 20,995 shares — an estimated $1.22M sold.

IAM Advisory first reported a position in CVNA in Q4 2020 and held it in 2 quarters. The position peaked at $1.22M in Q1 2021. 440 funds tracked by Wall St. Rank hold CVNA as of Q2 2021.

IAM Advisory reported no remaining Carvana position as of Q2 2021 after selling out during the quarter.
IAM Advisory sold 20,995 Carvana shares in Q2 2021, an estimated $1.22M.
IAM Advisory first reported a position in Carvana in Q4 2020 and held it in 2 quarters.
IAM Advisory's Carvana position peaked at $1.22M in Q1 2021.
440 funds tracked by Wall St. Rank held Carvana as of Q2 2021.

Based on IAM Advisory's 13F filing for Q2 2021, filed 20 Jul 2021.