U.S. Capital Wealth Advisors’s CVR Partners UAN Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-3	Closed	-$302	–	1472
2022 Q4	$302	Buy	+3	New	+$353	﹤0.01%	1591

Other funds holding UAN

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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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Capital Wealth Advisors's UAN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of CVR Partners (UAN) in Q1 2023, closing a stake of 3 shares — an estimated $302 sold.

U.S. Capital Wealth Advisors first reported a position in UAN in Q4 2022 and held it in 1 quarter. The position peaked at $302 in Q4 2022. 51 funds tracked by Wall St. Rank hold UAN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining CVR Partners position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3 CVR Partners shares in Q1 2023, an estimated $302.
U.S. Capital Wealth Advisors first reported a position in CVR Partners in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's CVR Partners position peaked at $302 in Q4 2022.
51 funds tracked by Wall St. Rank held CVR Partners as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.