AWM
CVGW

Accurate Wealth Management’s Calavo Growers CVGW Stock Holding History

Accurate 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
2023
Q1 		– Sell
-20
Closed -$627 – 511
2022
Q4 		$627 Buy
+20
New +$670 ﹤0.01% 1456

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's CVGW Position: Q1 2023 in Review

Accurate Wealth Management sold out of Calavo Growers (CVGW) in Q1 2023, closing a stake of 20 shares — an estimated $627 sold.

Accurate Wealth Management first reported a position in CVGW in Q4 2022 and held it in 1 quarter. The position peaked at $627 in Q4 2022. 149 funds tracked by Wall St. Rank hold CVGW as of Q1 2023.

  • Accurate Wealth Management reported no remaining Calavo Growers position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 20 Calavo Growers shares in Q1 2023, an estimated $627.
  • Accurate Wealth Management first reported a position in Calavo Growers in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Calavo Growers position peaked at $627 in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.