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Spire Wealth Management’s CVR Partners UAN Stock Holding History

Spire 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
Q1 		– Sell
-165
Closed -$14K – 2870
2021
Q4 		$14K Buy
+165
New +$13.1K ﹤0.01% 2257
2021
Q2 		– Sell
-165
Closed -$6K – 2964
2021
Q1 		$6K Buy
+165
New +$3.98K ﹤0.01% 2595

Other funds holding UAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Spire Wealth Management's UAN Position: Q1 2022 in Review

Spire Wealth Management sold out of CVR Partners (UAN) in Q1 2022, closing a stake of 165 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in UAN in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 54 funds tracked by Wall St. Rank hold UAN as of Q1 2022.

  • Spire Wealth Management reported no remaining CVR Partners position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 165 CVR Partners shares in Q1 2022, an estimated $14K.
  • Spire Wealth Management first reported a position in CVR Partners in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's CVR Partners position peaked at $14K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held CVR Partners as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.