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MorganRosel Wealth Management’s CVR Energy CVI Stock Holding History

MorganRosel Wealth Management’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
2022
Q4 		– Sell
-20,335
Closed -$589K – 96
2022
Q3 		$589K Buy
+20,335
New +$641K 0.3% 61
2019
Q4 		– Sell
-17,028
Closed -$750K – 75
2019
Q3 		$750K Sell
17,028
-764
-4% -$35.6K 0.62% 35
2019
Q2 		$889K Sell
17,792
-494
-3% -$22.2K 0.73% 25
2019
Q1 		$753K Sell
18,286
-2,455
-12% -$97.7K 0.64% 40
2018
Q4 		$715K Buy
+20,741
New +$789K 0.74% 34

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MorganRosel Wealth Management's CVI Position: Q4 2022 in Review

MorganRosel Wealth Management sold out of CVR Energy (CVI) in Q4 2022, closing a stake of 20,335 shares — an estimated $589K sold.

MorganRosel Wealth Management first reported a position in CVI in Q4 2018 and held it in 5 quarters. The position peaked at $889K in Q2 2019. 184 funds tracked by Wall St. Rank hold CVI as of Q4 2022.

  • MorganRosel Wealth Management reported no remaining CVR Energy position as of Q4 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 20,335 CVR Energy shares in Q4 2022, an estimated $589K.
  • MorganRosel Wealth Management first reported a position in CVR Energy in Q4 2018 and held it in 5 quarters.
  • MorganRosel Wealth Management's CVR Energy position peaked at $889K in Q2 2019.
  • 184 funds tracked by Wall St. Rank held CVR Energy as of Q4 2022.

Based on MorganRosel Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.