Advisornet Financial’s Cavco Industries CVCO Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-2	Closed	-$693	–	2148
2023 Q4	$693	Hold	2	–	–	﹤0.01%	2006
2023 Q3	$531	Buy	2 +1	+100%	+$280	﹤0.01%	1966
2023 Q2	$295	Sell	1 -1	-50%	-$287	﹤0.01%	2150
2023 Q1	$635	Buy	2 +1	+100%	+$277	﹤0.01%	2008
2022 Q4	$226	Buy	+1	New	+$222	﹤0.01%	2193
2019 Q3	–	Sell	-183	Closed	-$29K	–	1864
2019 Q2	$29K	Buy	+183	New	+$24.9K	﹤0.01%	961
2019 Q1	–	Sell	-463	Closed	-$63.3K	–	1591
2018 Q4	$60K	Hold	463	–	–	0.01%	639
2018 Q3	$117K	Buy	463 +35	+8%	+$8.1K	0.01%	522
2018 Q2	$89K	Buy	+428	New	+$80.4K	0.01%	554

Other funds holding CVCO

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's CVCO Position: Q1 2024 in Review

Advisornet Financial sold out of Cavco Industries (CVCO) in Q1 2024, closing a stake of 2 shares — an estimated $693 sold.

Advisornet Financial first reported a position in CVCO in Q2 2018 and held it in 9 quarters. The position peaked at $117K in Q3 2018. 263 funds tracked by Wall St. Rank hold CVCO as of Q1 2024.

Advisornet Financial reported no remaining Cavco Industries position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 2 Cavco Industries shares in Q1 2024, an estimated $693.
Advisornet Financial first reported a position in Cavco Industries in Q2 2018 and held it in 9 quarters.
Advisornet Financial's Cavco Industries position peaked at $117K in Q3 2018.
263 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.