BWP
CVGW

Baldwin Wealth Partners’s Calavo Growers CVGW Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-450
Closed -$12.8K – 413
2024
Q3 		$12.8K Sell
450
-350
-44% -$8.55K ﹤0.01% 757
2024
Q2 		$18.2K Hold
800
– – ﹤0.01% 473
2024
Q1 		$22.2K Sell
800
-100
-11% -$2.81K ﹤0.01% 473
2023
Q4 		$26.5K Sell
900
-14,480
-94% -$373K ﹤0.01% 467
2023
Q3 		$388K Sell
15,380
-590
-4% -$19.2K 0.03% 171
2023
Q2 		$463K Sell
15,970
-1,970
-11% -$61.1K 0.04% 168
2023
Q1 		$516K Sell
17,940
-270
-1% -$8.1K 0.05% 151
2022
Q4 		$535K Buy
+18,210
New +$610K 0.05% 150

Other funds holding CVGW

NI
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baldwin Wealth Partners's CVGW Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Calavo Growers (CVGW) in Q4 2024, closing a stake of 450 shares — an estimated $12.8K sold.

Baldwin Wealth Partners first reported a position in CVGW in Q4 2022 and held it in 8 quarters. The position peaked at $535K in Q4 2022. 152 funds tracked by Wall St. Rank hold CVGW as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Calavo Growers position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 450 Calavo Growers shares in Q4 2024, an estimated $12.8K.
  • Baldwin Wealth Partners first reported a position in Calavo Growers in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Calavo Growers position peaked at $535K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.