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Abound Wealth Management’s Cavco Industries CVCO Stock Holding History

Abound Wealth Management’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$429 – 1256
2024
Q3 		$429 Hold
1
– – ﹤0.01% 895
2024
Q2 		$347 Hold
1
– – ﹤0.01% 924
2024
Q1 		$400 Hold
1
– – ﹤0.01% 995
2023
Q4 		$347 Hold
1
– – ﹤0.01% 1093
2023
Q3 		$266 Hold
1
– – ﹤0.01% 1055
2023
Q2 		$295 Buy
+1
New +$287 ﹤0.01% 1054

Other funds holding CVCO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's CVCO Position: Q4 2024 in Review

Abound Wealth Management sold out of Cavco Industries (CVCO) in Q4 2024, closing a stake of 1 share — an estimated $429 sold.

Abound Wealth Management first reported a position in CVCO in Q2 2023 and held it in 6 quarters. The position peaked at $429 in Q3 2024. 298 funds tracked by Wall St. Rank hold CVCO as of Q4 2024.

  • Abound Wealth Management reported no remaining Cavco Industries position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Cavco Industries share in Q4 2024, an estimated $429.
  • Abound Wealth Management first reported a position in Cavco Industries in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's Cavco Industries position peaked at $429 in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.