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Westside Investment Management’s CVR Energy CVI Stock Holding History

Westside Investment Management’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
2024
Q4 		– Sell
-150
Closed -$4.13K – 993
2024
Q3 		$4.13K Hold
150
– – ﹤0.01% 808
2024
Q2 		$4.01K Hold
150
– – ﹤0.01% 791
2024
Q1 		$5.51K Buy
+150
New +$4.98K ﹤0.01% 714

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westside Investment Management's CVI Position: Q4 2024 in Review

Westside Investment Management sold out of CVR Energy (CVI) in Q4 2024, closing a stake of 150 shares — an estimated $4.13K sold.

Westside Investment Management first reported a position in CVI in Q1 2024 and held it in 3 quarters. The position peaked at $5.51K in Q1 2024. 192 funds tracked by Wall St. Rank hold CVI as of Q4 2024.

  • Westside Investment Management reported no remaining CVR Energy position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 150 CVR Energy shares in Q4 2024, an estimated $4.13K.
  • Westside Investment Management first reported a position in CVR Energy in Q1 2024 and held it in 3 quarters.
  • Westside Investment Management's CVR Energy position peaked at $5.51K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held CVR Energy as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.