AWS
CVGW

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return