Valeo Financial Advisors’s Carvana CVNA Stock Holding History

Valeo Financial Advisors’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
2022 Q1	–	Sell	-4,475	Closed	-$207K	–	648
2021 Q4	$207K	Sell	4,475 -525	-11%	-$28.9K	0.01%	513
2021 Q3	$302K	Buy	5,000 +600	+14%	+$39.9K	0.02%	398
2021 Q2	$266K	Sell	4,400 -400	-8%	-$21.8K	0.02%	382
2021 Q1	$252K	Buy	4,800 +15	+0.3%	+$827	0.01%	388
2020 Q4	$229K	Buy	4,785 +25	+0.5%	+$1.14K	0.01%	388
2020 Q3	$212K	Sell	4,760 -20	-0.4%	-$709	0.02%	318
2020 Q2	$115K	Buy	4,780 +1,530	+47%	+$28.7K	0.01%	463
2020 Q1	$40K	Hold	3,250	–	–	﹤0.01%	672
2019 Q4	$60K	Buy	3,250 +750	+30%	+$12.6K	0.01%	578
2019 Q3	$33K	Hold	2,500	–	–	﹤0.01%	714
2019 Q2	$31K	Sell	2,500 -2,500	-50%	-$32.1K	﹤0.01%	727
2019 Q1	$58K	Buy	5,000 +2,500	+100%	+$21K	0.01%	525
2018 Q4	$16K	Hold	2,500	–	–	﹤0.01%	767
2018 Q3	$19K	Hold	2,500	–	–	﹤0.01%	787
2018 Q2	$27K	Hold	2,500	–	–	﹤0.01%	678
2018 Q1	$11K	Hold	2,500	–	–	﹤0.01%	896
2017 Q4	$10K	Hold	2,500	–	–	﹤0.01%	830
2017 Q3	$7K	Buy	+2,500	New	+$9.12K	﹤0.01%	783

Other funds holding CVNA

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return