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Independent Advisor Alliance’s CVR Partners UAN Stock Holding History

Independent Advisor Alliance’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,071
Closed -$1.12M – 738
2023
Q4 		$1.12M Buy
17,071
+1,377
+9% +$103K 0.04% 287
2023
Q3 		$1.3M Sell
15,694
-2,123
-12% -$176K 0.06% 255
2023
Q2 		$1.44M Sell
17,817
-37
-0.2% -$3.24K 0.06% 256
2023
Q1 		$1.59M Buy
17,854
+305
+2% +$29.7K 0.08% 221
2022
Q4 		$1.76K Buy
17,549
+1,662
+10% +$195K ﹤0.01% 264
2022
Q3 		$1.82M Buy
15,887
+1,535
+11% +$175K 0.11% 182
2022
Q2 		$1.43M Buy
14,352
+1,057
+8% +$142K 0.08% 207
2022
Q1 		$1.83M Buy
13,295
+3,230
+32% +$344K 0.09% 196
2021
Q4 		$832K Buy
10,065
+4,208
+72% +$334K 0.04% 306
2021
Q3 		$408K Buy
5,857
+1,077
+23% +$64.9K 0.02% 424
2021
Q2 		$296K Buy
+4,780
New +$268K 0.02% 508

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's UAN Position: Q1 2024 in Review

Independent Advisor Alliance sold out of CVR Partners (UAN) in Q1 2024, closing a stake of 17,071 shares — an estimated $1.12M sold.

Independent Advisor Alliance first reported a position in UAN in Q2 2021 and held it in 11 quarters. The position peaked at $1.83M in Q1 2022. 54 funds tracked by Wall St. Rank hold UAN as of Q1 2024.

  • Independent Advisor Alliance reported no remaining CVR Partners position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,071 CVR Partners shares in Q1 2024, an estimated $1.12M.
  • Independent Advisor Alliance first reported a position in CVR Partners in Q2 2021 and held it in 11 quarters.
  • Independent Advisor Alliance's CVR Partners position peaked at $1.83M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held CVR Partners as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.