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Beaird Harris Wealth Management’s Cavco Industries CVCO Stock Holding History

Beaird Harris 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
2022
Q1 		– Sell
-700
Closed -$222K – 632
2021
Q4 		$222K Buy
+700
New +$195K 0.08% 108

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Beaird Harris Wealth Management's CVCO Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Cavco Industries (CVCO) in Q1 2022, closing a stake of 700 shares — an estimated $222K sold.

Beaird Harris Wealth Management first reported a position in CVCO in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 226 funds tracked by Wall St. Rank hold CVCO as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Cavco Industries position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 700 Cavco Industries shares in Q1 2022, an estimated $222K.
  • Beaird Harris Wealth Management first reported a position in Cavco Industries in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Cavco Industries position peaked at $222K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.