AWM
CVGW

Abound Wealth Management’s Calavo Growers CVGW Stock Holding History

Abound Wealth Management’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$223 – 1201
2024
Q1 		$223 Hold
8
– – ﹤0.01% 1221
2023
Q4 		$236 Hold
8
– – ﹤0.01% 1249
2023
Q3 		$202 Hold
8
– – ﹤0.01% 1103
2023
Q2 		$233 Buy
+8
New +$248 ﹤0.01% 1126

Other funds holding CVGW

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NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Abound Wealth Management's CVGW Position: Q2 2024 in Review

Abound Wealth Management sold out of Calavo Growers (CVGW) in Q2 2024, closing a stake of 8 shares — an estimated $223 sold.

Abound Wealth Management first reported a position in CVGW in Q2 2023 and held it in 4 quarters. The position peaked at $236 in Q4 2023. 131 funds tracked by Wall St. Rank hold CVGW as of Q2 2024.

  • Abound Wealth Management reported no remaining Calavo Growers position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 8 Calavo Growers shares in Q2 2024, an estimated $223.
  • Abound Wealth Management first reported a position in Calavo Growers in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Calavo Growers position peaked at $236 in Q4 2023.
  • 131 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.