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TFO Wealth Partners’s CVR Energy CVI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$71 – 227
2024
Q1 		$71 Hold
2
– – ﹤0.01% 688
2023
Q4 		$61 Hold
2
– – ﹤0.01% 857
2023
Q3 		$60 Hold
2
– – ﹤0.01% 1035
2023
Q2 		$60 Hold
2
– – ﹤0.01% 744
2023
Q1 		$66 Sell
2
-11
-85% -$353 ﹤0.01% 711
2022
Q4 		$219 Buy
+13
New +$461 ﹤0.01% 617
2022
Q3 		– Sell
-184
Closed -$6K – 217
2022
Q2 		$6K Buy
+184
New +$5.87K ﹤0.01% 187

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

TFO Wealth Partners's CVI Position: Q2 2024 in Review

TFO Wealth Partners sold out of CVR Energy (CVI) in Q2 2024, closing a stake of 2 shares — an estimated $71 sold.

TFO Wealth Partners first reported a position in CVI in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 215 funds tracked by Wall St. Rank hold CVI as of Q2 2024.

  • TFO Wealth Partners reported no remaining CVR Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 CVR Energy shares in Q2 2024, an estimated $71.
  • TFO Wealth Partners first reported a position in CVR Energy in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's CVR Energy position peaked at $6K in Q2 2022.
  • 215 funds tracked by Wall St. Rank held CVR Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.