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Piershale Financial Group’s CVR Partners UAN Stock Holding History

Piershale Financial Group’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.52K Buy
31
+3
+11% +$263 ﹤0.01% 212
2023
Q1 		$2.48K Buy
28
+3
+12% +$292 ﹤0.01% 229
2022
Q4 		$2.52K Buy
+25
New +$2.94K ﹤0.01% 234

Other funds holding UAN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Piershale Financial Group's UAN Position: Q2 2023 in Review

Piershale Financial Group increased its CVR Partners (UAN) stake by 11% in Q2 2023, buying an estimated $263 and bringing the position to 31 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Piershale Financial Group first reported a position in UAN in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.52K in Q4 2022. 53 funds tracked by Wall St. Rank hold UAN as of Q2 2023.

  • Piershale Financial Group held 31 shares of CVR Partners worth $2.52K as of Q2 2023.
  • Piershale Financial Group bought 3 CVR Partners shares in Q2 2023, an estimated $263.
  • CVR Partners made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #212 holding.
  • Piershale Financial Group first reported a position in CVR Partners in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's CVR Partners position peaked at $2.52K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held CVR Partners as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.