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Next Financial Group’s Carvana CVNA Stock Holding History

Next Financial Group’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
Q4 		$54K Buy
1,170
+165
+16% +$9.08K ﹤0.01% 1438
2021
Q3 		$61K Buy
1,005
+10
+1% +$665 ﹤0.01% 1323
2021
Q2 		$60K Buy
995
+980
+6,533% +$53.3K ﹤0.01% 1308
2021
Q1 		$1K Buy
+15
New +$827 ﹤0.01% 2392

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Next Financial Group's CVNA Position: Q4 2021 in Review

Next Financial Group increased its Carvana (CVNA) stake by 16% in Q4 2021, buying an estimated $9.08K and bringing the position to 1,170 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Next Financial Group first reported a position in CVNA in Q1 2021 and has held it in 4 quarters since. The position peaked at $61K in Q3 2021. 421 funds tracked by Wall St. Rank hold CVNA as of Q4 2021.

  • Next Financial Group held 1,170 shares of Carvana worth $54K as of Q4 2021.
  • Next Financial Group bought 165 Carvana shares in Q4 2021, an estimated $9.08K.
  • Carvana made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1438 holding.
  • Next Financial Group first reported a position in Carvana in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Carvana position peaked at $61K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Carvana as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.