VFA
CVNA icon

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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's CVNA Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Carvana (CVNA) in Q1 2022, closing a stake of 4,475 shares — an estimated $207K sold.

Valeo Financial Advisors first reported a position in CVNA in Q3 2017 and held it in 18 quarters. The position peaked at $302K in Q3 2021. 382 funds tracked by Wall St. Rank hold CVNA as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Carvana position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,475 Carvana shares in Q1 2022, an estimated $207K.
  • Valeo Financial Advisors first reported a position in Carvana in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Carvana position peaked at $302K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Carvana as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.