Selective Wealth Management’s CVR Partners UAN Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-230	Closed	-$26K	–	677
2022 Q3	$26K	Sell	230 -120	-34%	-$13.7K	0.01%	393
2022 Q2	$35K	Hold	350	–	–	0.01%	379
2022 Q1	$48K	Buy	+350	New	+$37.3K	0.02%	309

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

Goldman Sachs New York $871B AUM 31.28% 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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Selective Wealth Management's UAN Position: Q4 2022 in Review

Selective Wealth Management sold out of CVR Partners (UAN) in Q4 2022, closing a stake of 230 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in UAN in Q1 2022 and held it in 3 quarters. The position peaked at $48K in Q1 2022. 44 funds tracked by Wall St. Rank hold UAN as of Q4 2022.

Selective Wealth Management reported no remaining CVR Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 230 CVR Partners shares in Q4 2022, an estimated $26K.
Selective Wealth Management first reported a position in CVR Partners in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's CVR Partners position peaked at $48K in Q1 2022.
44 funds tracked by Wall St. Rank held CVR Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.