SFS
CVI icon

Sowell Financial Services’s CVR Energy CVI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-484
Closed -$11K – 1001
2021
Q1 		$11K Hold
484
– – ﹤0.01% 2271
2020
Q4 		$7K Hold
484
– – ﹤0.01% 2150
2020
Q3 		$6K Sell
484
-665
-58% -$11.3K ﹤0.01% 1939
2020
Q2 		$23K Buy
1,149
+160
+16% +$3.23K ﹤0.01% 1416
2020
Q1 		$16K Buy
989
+372
+60% +$11.2K ﹤0.01% 1451
2019
Q4 		$25K Sell
617
-12,354
-95% -$543K ﹤0.01% 1348
2019
Q3 		$571K Buy
+12,971
New +$604K 0.05% 375
2019
Q1 		$478K Buy
11,596
+1,252
+12% +$49.8K 0.05% 341
2018
Q4 		$357K Buy
10,344
+531
+5% +$20.2K 0.05% 343
2018
Q3 		$395K Buy
+9,813
New +$368K 0.06% 234

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return