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CVI icon

Inspire Investing’s CVR Energy CVI Stock Holding History

Inspire Investing’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,471
Closed -$227K – 847
2024
Q2 		$227K Buy
+8,471
New +$257K 0.03% 796
2021
Q3 		– Sell
-11,352
Closed -$204K – 825
2021
Q2 		$204K Buy
11,352
+344
+3% +$7.11K 0.03% 585
2021
Q1 		$211K Buy
+11,008
New +$224K 0.03% 585
2018
Q1 		– Sell
-1,599
Closed -$60K – 315
2017
Q4 		$60K Buy
+1,599
New +$49.7K 0.05% 301

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Inspire Investing's CVI Position: Q3 2024 in Review

Inspire Investing sold out of CVR Energy (CVI) in Q3 2024, closing a stake of 8,471 shares — an estimated $227K sold.

Inspire Investing first reported a position in CVI in Q4 2017 and held it in 4 quarters. The position peaked at $227K in Q2 2024. 204 funds tracked by Wall St. Rank hold CVI as of Q3 2024.

  • Inspire Investing reported no remaining CVR Energy position as of Q3 2024 after selling out during the quarter.
  • Inspire Investing sold 8,471 CVR Energy shares in Q3 2024, an estimated $227K.
  • Inspire Investing first reported a position in CVR Energy in Q4 2017 and held it in 4 quarters.
  • Inspire Investing's CVR Energy position peaked at $227K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held CVR Energy as of Q3 2024.

Based on Inspire Investing's 13F filing for Q3 2024, filed 10 Oct 2024.