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Venturi Wealth Management’s CVR Partners UAN Stock Holding History

Venturi 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
2025
Q1 		– Sell
-35
Closed -$2.66K – 1746
2024
Q4 		$2.66K Hold
35
– – ﹤0.01% 1811
2024
Q3 		$2.35K Hold
35
– – ﹤0.01% 1645
2024
Q2 		$2.65K Hold
35
– – ﹤0.01% 1329
2024
Q1 		$2.75K Hold
35
– – ﹤0.01% 1205
2023
Q4 		$2.29K Hold
35
– – ﹤0.01% 1188
2023
Q3 		$2.89K Hold
35
– – ﹤0.01% 1095
2023
Q2 		$2.82K Hold
35
– – ﹤0.01% 849
2023
Q1 		$3.12K Buy
+35
New +$3.4K ﹤0.01% 922

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Venturi Wealth Management's UAN Position: Q1 2025 in Review

Venturi Wealth Management sold out of CVR Partners (UAN) in Q1 2025, closing a stake of 35 shares — an estimated $2.66K sold.

Venturi Wealth Management first reported a position in UAN in Q1 2023 and held it in 8 quarters. The position peaked at $3.12K in Q1 2023. 53 funds tracked by Wall St. Rank hold UAN as of Q1 2025.

  • Venturi Wealth Management reported no remaining CVR Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 35 CVR Partners shares in Q1 2025, an estimated $2.66K.
  • Venturi Wealth Management first reported a position in CVR Partners in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's CVR Partners position peaked at $3.12K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held CVR Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.