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Personal Wealth Partners’s CVR Energy CVI Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-1,267
Closed -$23K – 150
2021
Q2 		$23K Buy
+1,267
New +$26.2K 0.01% 199
2020
Q1 		– Sell
-1,267
Closed -$51K – 181
2019
Q4 		$51K Hold
1,267
– – 0.02% 141
2019
Q3 		$56K Hold
1,267
– – 0.03% 139
2019
Q2 		$63K Buy
+1,267
New +$56.8K 0.03% 120

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Wealth Partners's CVI Position: Q3 2021 in Review

Personal Wealth Partners sold out of CVR Energy (CVI) in Q3 2021, closing a stake of 1,267 shares — an estimated $23K sold.

Personal Wealth Partners first reported a position in CVI in Q2 2019 and held it in 4 quarters. The position peaked at $63K in Q2 2019. 124 funds tracked by Wall St. Rank hold CVI as of Q3 2021.

  • Personal Wealth Partners reported no remaining CVR Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,267 CVR Energy shares in Q3 2021, an estimated $23K.
  • Personal Wealth Partners first reported a position in CVR Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's CVR Energy position peaked at $63K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held CVR Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.