Regent Peak Wealth Advisors’s Carvana CVNA Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-65	Closed	-$3K	–	335
2020 Q4	$3K	Buy	+65	New	+$2.97K	﹤0.01%	734

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

SHP

Spruce House Partnership New York $3.49B AUM

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

Regent Peak Wealth Advisors's CVNA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Carvana (CVNA) in Q1 2021, closing a stake of 65 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in CVNA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 433 funds tracked by Wall St. Rank hold CVNA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Carvana position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 65 Carvana shares in Q1 2021, an estimated $3K.
Regent Peak Wealth Advisors first reported a position in Carvana in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Carvana position peaked at $3K in Q4 2020.
433 funds tracked by Wall St. Rank held Carvana as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.