BHWM
CVGW

Beaird Harris Wealth Management’s Calavo Growers CVGW Stock Holding History

Beaird Harris 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
2023
Q2 		– Sell
-50
Closed -$1.44K – 483
2023
Q1 		$1.44K Hold
50
– – ﹤0.01% 390
2022
Q4 		$1.47K Hold
50
– – ﹤0.01% 615
2022
Q3 		$2K Buy
+50
New +$2.01K ﹤0.01% 396
2022
Q2 		– Sell
-50
Closed -$2K – 444
2022
Q1 		$2K Hold
50
– – ﹤0.01% 513
2021
Q4 		$2K Buy
+50
New +$2.05K ﹤0.01% 561

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beaird Harris Wealth Management's CVGW Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Calavo Growers (CVGW) in Q2 2023, closing a stake of 50 shares — an estimated $1.44K sold.

Beaird Harris Wealth Management first reported a position in CVGW in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 148 funds tracked by Wall St. Rank hold CVGW as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining Calavo Growers position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 50 Calavo Growers shares in Q2 2023, an estimated $1.44K.
  • Beaird Harris Wealth Management first reported a position in Calavo Growers in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Calavo Growers position peaked at $2K in Q3 2022.
  • 148 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.