Atria Investments’s Calavo Growers CVGW Stock Holding History

Atria Investments’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
2018 Q4	–	Sell	-2,268	Closed	-$219K	–	903
2018 Q3	$219K	Buy	+2,268	New	+$224K	0.01%	896

Other funds holding CVGW

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Atria Investments's CVGW Position: Q4 2018 in Review

Atria Investments sold out of Calavo Growers (CVGW) in Q4 2018, closing a stake of 2,268 shares — an estimated $219K sold.

Atria Investments first reported a position in CVGW in Q3 2018 and held it in 1 quarter. The position peaked at $219K in Q3 2018. 211 funds tracked by Wall St. Rank hold CVGW as of Q4 2018.

Atria Investments reported no remaining Calavo Growers position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 2,268 Calavo Growers shares in Q4 2018, an estimated $219K.
Atria Investments first reported a position in Calavo Growers in Q3 2018 and held it in 1 quarter.
Atria Investments's Calavo Growers position peaked at $219K in Q3 2018.
211 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.