WealthPLAN Partners’s CVR Energy CVI Stock Holding History

WealthPLAN Partners’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-360	Closed	-$11.8K	–	1285
2023 Q1	$11.8K	Buy	+360	New	+$11.5K	﹤0.01%	823
2016 Q3	$671	Sell	48 -2,806	-98%	-$40.3K	﹤0.01%	910
2016 Q2	$22.1K	Buy	+2,854	New	+$60.4K	﹤0.01%	1351
2015 Q4	$340K	Buy	+25,836	New	+$1.11M	0.06%	198
2015 Q2	$317K	Buy	8,421 +94	+1%	+$3.71K	0.14%	75
2015 Q1	$354K	Buy	+8,327	New	+$329K	0.16%	87

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

WealthPLAN Partners's CVI Position: Q2 2023 in Review

WealthPLAN Partners sold out of CVR Energy (CVI) in Q2 2023, closing a stake of 360 shares — an estimated $11.8K sold.

WealthPLAN Partners first reported a position in CVI in Q1 2015 and held it in 6 quarters. The position peaked at $354K in Q1 2015. 174 funds tracked by Wall St. Rank hold CVI as of Q2 2023.

WealthPLAN Partners reported no remaining CVR Energy position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 360 CVR Energy shares in Q2 2023, an estimated $11.8K.
WealthPLAN Partners first reported a position in CVR Energy in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's CVR Energy position peaked at $354K in Q1 2015.
174 funds tracked by Wall St. Rank held CVR Energy as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.