Scarborough Advisors’s CVR Energy CVI Stock Holding History

Scarborough Advisors’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 Q3	–	Sell	-33	Closed	-$871	–	196
2024 Q2	$871	Buy	33 +1	+3%	+$30	﹤0.01%	350
2024 Q1	$1.14K	Hold	32	–	–	﹤0.01%	331
2023 Q4	$955	Buy	+32	New	+$1.01K	﹤0.01%	628

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scarborough Advisors's CVI Position: Q3 2024 in Review

Scarborough Advisors sold out of CVR Energy (CVI) in Q3 2024, closing a stake of 33 shares — an estimated $871 sold.

Scarborough Advisors first reported a position in CVI in Q4 2023 and held it in 3 quarters. The position peaked at $1.14K in Q1 2024. 204 funds tracked by Wall St. Rank hold CVI as of Q3 2024.

Scarborough Advisors reported no remaining CVR Energy position as of Q3 2024 after selling out during the quarter.
Scarborough Advisors sold 33 CVR Energy shares in Q3 2024, an estimated $871.
Scarborough Advisors first reported a position in CVR Energy in Q4 2023 and held it in 3 quarters.
Scarborough Advisors's CVR Energy position peaked at $1.14K in Q1 2024.
204 funds tracked by Wall St. Rank held CVR Energy as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.