WealthPLAN Partners’s Carvana CVNA Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-70	Closed	-$137	–	1287
2023 Q1	$137	Buy	+70	New	+$121	﹤0.01%	1283

Other funds holding CVNA

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

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

WealthPLAN Partners's CVNA Position: Q2 2023 in Review

WealthPLAN Partners sold out of Carvana (CVNA) in Q2 2023, closing a stake of 70 shares — an estimated $137 sold.

WealthPLAN Partners first reported a position in CVNA in Q1 2023 and held it in 1 quarter. The position peaked at $137 in Q1 2023. 246 funds tracked by Wall St. Rank hold CVNA as of Q2 2023.

WealthPLAN Partners reported no remaining Carvana position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 Carvana shares in Q2 2023, an estimated $137.
WealthPLAN Partners first reported a position in Carvana in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Carvana position peaked at $137 in Q1 2023.
246 funds tracked by Wall St. Rank held Carvana as of Q2 2023.

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