AF
CVGW

Allworth Financial’s Calavo Growers CVGW Stock Holding History

Allworth Financial’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
2026
Q1 		$5.05K Buy
196
+23
+13% +$576 ﹤0.01% 3954
2025
Q4 		$3.76K Buy
173
+35
+25% +$776 ﹤0.01% 3872
2025
Q3 		$3.55K Buy
138
+69
+100% +$1.86K ﹤0.01% 3727
2025
Q2 		$1.83K Buy
+69
New +$1.8K ﹤0.01% 3742
2025
Q1 		– Sell
-18
Closed -$426 – 4087
2024
Q4 		$426 Hold
18
– – ﹤0.01% 3645
2024
Q3 		$514 Buy
+18
New +$440 ﹤0.01% 3412
2023
Q2 		– Sell
-35
Closed -$1.01K – 3283
2023
Q1 		$1.01K Hold
35
– – ﹤0.01% 2667
2022
Q4 		$1.03K Buy
+35
New +$1.17K ﹤0.01% 2465
2022
Q1 		– Sell
-513
Closed -$22K – 2162
2021
Q4 		$22K Buy
+513
New +$21K ﹤0.01% 1080

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return