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Oak Harbor Wealth Partners’s Carvana CVNA Stock Holding History

Oak Harbor Wealth Partners’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
2022
Q2 		– Sell
-26,255
Closed -$626K – 214
2022
Q1 		$626K Sell
26,255
-3,950
-13% -$115K 0.21% 92
2021
Q4 		$1.4M Buy
+30,205
New +$1.66M 0.48% 54

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Vanguard Group
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CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oak Harbor Wealth Partners's CVNA Position: Q2 2022 in Review

Oak Harbor Wealth Partners sold out of Carvana (CVNA) in Q2 2022, closing a stake of 26,255 shares — an estimated $626K sold.

Oak Harbor Wealth Partners first reported a position in CVNA in Q4 2021 and held it in 2 quarters. The position peaked at $1.4M in Q4 2021. 306 funds tracked by Wall St. Rank hold CVNA as of Q2 2022.

  • Oak Harbor Wealth Partners reported no remaining Carvana position as of Q2 2022 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 26,255 Carvana shares in Q2 2022, an estimated $626K.
  • Oak Harbor Wealth Partners first reported a position in Carvana in Q4 2021 and held it in 2 quarters.
  • Oak Harbor Wealth Partners's Carvana position peaked at $1.4M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Carvana as of Q2 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2022, filed 25 Jul 2022.