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Wealthspire Advisors (Maryland)’s CVR Energy CVI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-434
Closed -$18K – 814
2019
Q1 		$18K Buy
+434
New +$17.3K ﹤0.01% 1315
2016
Q2 		– Sell
-500
Closed -$13K – 1709
2016
Q1 		$13K Sell
500
-12
-2% -$350 ﹤0.01% 1117
2015
Q4 		$20K Buy
+512
New +$22.1K ﹤0.01% 963

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CVR Energy (CVI) in Q2 2019, closing a stake of 434 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in CVI in Q4 2015 and held it in 3 quarters. The position peaked at $20K in Q4 2015. 225 funds tracked by Wall St. Rank hold CVI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CVR Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 434 CVR Energy shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in CVR Energy in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s CVR Energy position peaked at $20K in Q4 2015.
  • 225 funds tracked by Wall St. Rank held CVR Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.