Willingdon Wealth Management’s Carvana CVNA Stock Holding History

Willingdon Wealth Management’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
2019 Q4	–	Sell	-20	Closed	–	–	410
2019 Q3	$0	Buy	+20	New	+$287	﹤0.01%	508

Other funds holding CVNA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Willingdon Wealth Management's CVNA Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Carvana (CVNA) in Q4 2019, closing a stake of 20 shares.

Willingdon Wealth Management first reported a position in CVNA in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 245 funds tracked by Wall St. Rank hold CVNA as of Q4 2019.

Willingdon Wealth Management reported no remaining Carvana position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 20 Carvana shares in Q4 2019.
Willingdon Wealth Management first reported a position in Carvana in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Carvana position peaked at $0 in Q3 2019.
245 funds tracked by Wall St. Rank held Carvana as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.