Verus Financial Partners’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Verus Financial Partners’s Portfolio LOTZ Stock Details LOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-60,395	Closed	-$16K	–	109
2022 Q3	$16K	Hold	60,395	–	–	﹤0.01%	101
2022 Q2	$28K	Hold	60,395	–	–	﹤0.01%	96
2022 Q1	$63K	Hold	60,395	–	–	0.01%	99
2021 Q4	$137K	Hold	60,395	–	–	0.02%	94
2021 Q3	$220K	Hold	60,395	–	–	0.03%	88
2021 Q2	$286K	Hold	60,395	–	–	0.04%	74
2021 Q1	$475K	Buy	+60,395	New	+$586K	0.08%	48

Verus Financial Partners's LOTZ Position: Q4 2022 in Review

Verus Financial Partners sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 60,395 shares — an estimated $16K sold.

Verus Financial Partners first reported a position in LOTZ in Q1 2021 and held it in 7 quarters. The position peaked at $475K in Q1 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

Verus Financial Partners reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Verus Financial Partners sold 60,395 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $16K.
Verus Financial Partners first reported a position in CarLotz, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Verus Financial Partners's CarLotz, Inc. Class A Common Stock position peaked at $475K in Q1 2021.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Verus Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.