AWM
CVGW

Avior Wealth Management’s Calavo Growers CVGW Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-3
Closed -$83 – 2613
2024
Q1 		$83 Buy
+3
New +$84 ﹤0.01% 3263
2021
Q2 		– Sell
-35
Closed -$2K – 1049
2021
Q1 		$2K Hold
35
– – ﹤0.01% 902
2020
Q4 		$2K Hold
35
– – ﹤0.01% 870
2020
Q3 		$2K Hold
35
– – ﹤0.01% 819
2020
Q2 		$2K Buy
+35
New +$2.1K ﹤0.01% 792

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Avior Wealth Management's CVGW Position: Q2 2024 in Review

Avior Wealth Management sold out of Calavo Growers (CVGW) in Q2 2024, closing a stake of 3 shares — an estimated $83 sold.

Avior Wealth Management first reported a position in CVGW in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 131 funds tracked by Wall St. Rank hold CVGW as of Q2 2024.

  • Avior Wealth Management reported no remaining Calavo Growers position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Calavo Growers shares in Q2 2024, an estimated $83.
  • Avior Wealth Management first reported a position in Calavo Growers in Q2 2020 and held it in 5 quarters.
  • Avior Wealth Management's Calavo Growers position peaked at $2K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.