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Retirement Group’s CVR Energy CVI Stock Holding History

Retirement Group’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
2024
Q1 		$773 Buy
22
+1
+5% +$33 ﹤0.01% 740
2023
Q4 		$647 Hold
21
– – ﹤0.01% 729
2023
Q3 		$715 Hold
21
– – ﹤0.01% 661
2023
Q2 		$621 Buy
21
+1
+5% +$27 ﹤0.01% 704
2023
Q1 		$1K Buy
+20
New +$641 ﹤0.01% 621

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Retirement Group's CVI Position: Q1 2024 in Review

Retirement Group increased its CVR Energy (CVI) stake by 4.8% in Q1 2024, buying an estimated $33 and bringing the position to 22 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Retirement Group first reported a position in CVI in Q1 2023 and has held it in 5 quarters since. The position peaked at $1K in Q1 2023. 232 funds tracked by Wall St. Rank hold CVI as of Q1 2024.

  • Retirement Group held 22 shares of CVR Energy worth $773 as of Q1 2024.
  • Retirement Group bought 1 CVR Energy share in Q1 2024, an estimated $33.
  • CVR Energy made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #740 holding.
  • Retirement Group first reported a position in CVR Energy in Q1 2023 and has held it in 5 quarters since.
  • Retirement Group's CVR Energy position peaked at $1K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held CVR Energy as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.