Personal CFO Solutions’s CVR Energy CVI Stock Holding History

Personal CFO Solutions’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
2020 Q1	–	Sell	-6,240	Closed	-$249K	–	298
2019 Q4	$249K	Sell	6,240 -1,329	-18%	-$58.4K	0.07%	263
2019 Q3	$420K	Buy	+7,569	New	+$352K	0.17%	156

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's CVI Position: Q1 2020 in Review

Personal CFO Solutions sold out of CVR Energy (CVI) in Q1 2020, closing a stake of 6,240 shares — an estimated $249K sold.

Personal CFO Solutions first reported a position in CVI in Q3 2019 and held it in 2 quarters. The position peaked at $420K in Q3 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

Personal CFO Solutions reported no remaining CVR Energy position as of Q1 2020 after selling out during the quarter.
Personal CFO Solutions sold 6,240 CVR Energy shares in Q1 2020, an estimated $249K.
Personal CFO Solutions first reported a position in CVR Energy in Q3 2019 and held it in 2 quarters.
Personal CFO Solutions's CVR Energy position peaked at $420K in Q3 2019.
175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.