Raymond James Financial Services Advisors’s CVR Partners UAN Stock Holding History

Raymond James Financial Services Advisors’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	–	Sell	-2,859	Closed	-$255K	–	3366
2023 Q1	$255K	Buy	+2,859	New	+$278K	﹤0.01%	2749
2018 Q1	–	Sell	-1,858	Closed	-$61K	–	2729
2017 Q4	$61K	Buy	1,858 +844	+83%	+$28K	﹤0.01%	2426
2017 Q3	$33K	Sell	1,014 -308	-23%	-$10.1K	﹤0.01%	2483
2017 Q2	$46K	Sell	1,322 -79	-6%	-$3.44K	﹤0.01%	2417
2017 Q1	$65K	Sell	1,401 -480	-26%	-$27.2K	﹤0.01%	2298
2016 Q4	$113K	Sell	1,881 -179	-9%	-$9.19K	﹤0.01%	2174
2016 Q3	$109K	Sell	2,060 -290	-12%	-$19.4K	﹤0.01%	2142
2016 Q2	$192K	Buy	+2,350	New	+$194K	﹤0.01%	1987

Other funds holding UAN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Raymond James Financial Services Advisors's UAN Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of CVR Partners (UAN) in Q2 2023, closing a stake of 2,859 shares — an estimated $255K sold.

Raymond James Financial Services Advisors first reported a position in UAN in Q2 2016 and held it in 8 quarters. The position peaked at $255K in Q1 2023. 53 funds tracked by Wall St. Rank hold UAN as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining CVR Partners position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 2,859 CVR Partners shares in Q2 2023, an estimated $255K.
Raymond James Financial Services Advisors first reported a position in CVR Partners in Q2 2016 and held it in 8 quarters.
Raymond James Financial Services Advisors's CVR Partners position peaked at $255K in Q1 2023.
53 funds tracked by Wall St. Rank held CVR Partners as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.