Atria Wealth Solutions’s Calavo Growers CVGW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-10,495	Closed	-$252K	–	1542
2025 Q1	$252K	Hold	10,495	–	–	﹤0.01%	1584
2024 Q4	$268K	Hold	10,495	–	–	﹤0.01%	1628
2024 Q3	$299K	Hold	10,495	–	–	﹤0.01%	1522
2024 Q2	$238K	Hold	10,495	–	–	﹤0.01%	1651
2024 Q1	$292K	Hold	10,495	–	–	﹤0.01%	1568
2023 Q4	$309K	Sell	10,495 -29	-0.3%	-$747	﹤0.01%	1482
2023 Q3	$266K	Hold	10,524	–	–	﹤0.01%	1490
2023 Q2	$305K	Hold	10,524	–	–	﹤0.01%	1425
2023 Q1	$304K	Hold	10,524	–	–	﹤0.01%	1405
2022 Q4	$309K	Hold	10,524	–	–	0.01%	1344
2022 Q3	$334K	Buy	10,524 +75	+0.7%	+$3.01K	0.01%	1237
2022 Q2	$436K	Buy	+10,449	New	+$378K	0.01%	1043

Other funds holding CVGW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Atria Wealth Solutions's CVGW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Calavo Growers (CVGW) in Q2 2025, closing a stake of 10,495 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in CVGW in Q2 2022 and held it in 12 quarters. The position peaked at $436K in Q2 2022. 163 funds tracked by Wall St. Rank hold CVGW as of Q2 2025.

Atria Wealth Solutions reported no remaining Calavo Growers position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,495 Calavo Growers shares in Q2 2025, an estimated $252K.
Atria Wealth Solutions first reported a position in Calavo Growers in Q2 2022 and held it in 12 quarters.
Atria Wealth Solutions's Calavo Growers position peaked at $436K in Q2 2022.
163 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.