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Wagner Wealth Management (South Carolina)’s Chicago Rivet & Machine Co CVR Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-172
Closed -$4K – 337
2022
Q3 		$4K Buy
+172
New +$4.7K ﹤0.01% 536

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CC
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AAIM
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CVR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Chicago Rivet & Machine Co (CVR) in Q4 2022, closing a stake of 172 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in CVR in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 19 funds tracked by Wall St. Rank hold CVR as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Chicago Rivet & Machine Co position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 172 Chicago Rivet & Machine Co shares in Q4 2022, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in Chicago Rivet & Machine Co in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Chicago Rivet & Machine Co position peaked at $4K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.