SFS
CVNA icon

Sowell Financial Services’s Carvana CVNA Stock Holding History

Sowell Financial Services’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,195
Closed -$116K – 1004
2021
Q1 		$116K Sell
2,195
-875
-29% -$48.2K ﹤0.01% 1302
2020
Q4 		$147K Buy
3,070
+2,205
+255% +$101K 0.01% 986
2020
Q3 		$39K Buy
865
+280
+48% +$9.93K ﹤0.01% 1294
2020
Q2 		$14K Buy
+585
New +$11K ﹤0.01% 1569
2019
Q4 		– Sell
-75
Closed -$1.25K – 2529
2019
Q3 		$1K Buy
+75
New +$1.08K ﹤0.01% 2212

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

Sowell Financial Services's CVNA Position: Q2 2021 in Review

Sowell Financial Services sold out of Carvana (CVNA) in Q2 2021, closing a stake of 2,195 shares — an estimated $116K sold.

Sowell Financial Services first reported a position in CVNA in Q3 2019 and held it in 5 quarters. The position peaked at $147K in Q4 2020. 440 funds tracked by Wall St. Rank hold CVNA as of Q2 2021.

  • Sowell Financial Services reported no remaining Carvana position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,195 Carvana shares in Q2 2021, an estimated $116K.
  • Sowell Financial Services first reported a position in Carvana in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Carvana position peaked at $147K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held Carvana as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.