Ken Fisher
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Ken Fisher’s CVR Energy CVI Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-61
Closed -$2.08K – 1013
2023
Q3 		$2.08K Buy
+61
New +$2.08K ﹤0.01% 1149

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ken Fisher's CVI Position: Q4 2023 in Review

Ken Fisher sold out of CVR Energy (CVI) in Q4 2023, closing a stake of 61 shares — an estimated $2.08K sold.

Ken Fisher first reported a position in CVI in Q3 2023 and held it in 1 quarter. The position peaked at $2.08K in Q3 2023. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2023.

  • Ken Fisher reported no remaining CVR Energy position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 61 CVR Energy shares in Q4 2023, an estimated $2.08K.
  • Ken Fisher first reported a position in CVR Energy in Q3 2023 and held it in 1 quarter.
  • Ken Fisher's CVR Energy position peaked at $2.08K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.