RVW Wealth’s CVR Partners UAN Stock Holding History

RVW Wealth’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 Q4	–	Sell	-1,000	Closed	-$82.6K	–	342
2023 Q3	$82.6K	Buy	+1,000	New	+$82.9K	0.01%	190

Other funds holding UAN

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

IAM

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

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVW Wealth's UAN Position: Q4 2023 in Review

RVW Wealth sold out of CVR Partners (UAN) in Q4 2023, closing a stake of 1,000 shares — an estimated $82.6K sold.

RVW Wealth first reported a position in UAN in Q3 2023 and held it in 1 quarter. The position peaked at $82.6K in Q3 2023. 57 funds tracked by Wall St. Rank hold UAN as of Q4 2023.

RVW Wealth reported no remaining CVR Partners position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,000 CVR Partners shares in Q4 2023, an estimated $82.6K.
RVW Wealth first reported a position in CVR Partners in Q3 2023 and held it in 1 quarter.
RVW Wealth's CVR Partners position peaked at $82.6K in Q3 2023.
57 funds tracked by Wall St. Rank held CVR Partners as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.