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BDO Wealth Advisors’s Cavco Industries CVCO Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-3
Closed -$1K – 1045
2022
Q2 		$1K Hold
3
– – ﹤0.01% 955
2022
Q1 		$1K Hold
3
– – ﹤0.01% 975
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1000
2021
Q3 		$1K Hold
3
– – ﹤0.01% 988
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1036
2021
Q1 		$1K Hold
3
– – ﹤0.01% 1054
2020
Q4 		$1K Hold
3
– – ﹤0.01% 833
2020
Q3 		$1K Buy
+3
New +$573 ﹤0.01% 755

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BDO Wealth Advisors's CVCO Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Cavco Industries (CVCO) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in CVCO in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 241 funds tracked by Wall St. Rank hold CVCO as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Cavco Industries position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 3 Cavco Industries shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Cavco Industries in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Cavco Industries position peaked at $1K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.