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Avior Wealth Management’s Cavco Industries CVCO Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-150
Closed -$66.9K – 1097
2024
Q4 		$66.9K Hold
150
– – ﹤0.01% 1045
2024
Q3 		$64.2K Buy
+150
New +$59.2K ﹤0.01% 1031
2024
Q2 		– Sell
-2
Closed -$798 – 2612
2024
Q1 		$798 Buy
+2
New +$708 ﹤0.01% 2450

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Avior Wealth Management's CVCO Position: Q1 2025 in Review

Avior Wealth Management sold out of Cavco Industries (CVCO) in Q1 2025, closing a stake of 150 shares — an estimated $66.9K sold.

Avior Wealth Management first reported a position in CVCO in Q1 2024 and held it in 3 quarters. The position peaked at $66.9K in Q4 2024. 334 funds tracked by Wall St. Rank hold CVCO as of Q1 2025.

  • Avior Wealth Management reported no remaining Cavco Industries position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 150 Cavco Industries shares in Q1 2025, an estimated $66.9K.
  • Avior Wealth Management first reported a position in Cavco Industries in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Cavco Industries position peaked at $66.9K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.