BFC
CVGW

Bedel Financial Consulting’s Calavo Growers CVGW Stock Holding History

Bedel Financial Consulting’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
2020
Q4 		– Sell
-30
Closed -$2K – 840
2020
Q3 		$2K Hold
30
– – ﹤0.01% 703
2020
Q2 		$2K Hold
30
– – ﹤0.01% 678
2020
Q1 		$2K Hold
30
– – ﹤0.01% 667
2019
Q4 		$3K Hold
30
– – ﹤0.01% 630
2019
Q3 		$3K Hold
30
– – ﹤0.01% 607
2019
Q2 		$3K Buy
+30
New +$2.8K ﹤0.01% 606

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bedel Financial Consulting's CVGW Position: Q4 2020 in Review

Bedel Financial Consulting sold out of Calavo Growers (CVGW) in Q4 2020, closing a stake of 30 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in CVGW in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 187 funds tracked by Wall St. Rank hold CVGW as of Q4 2020.

  • Bedel Financial Consulting reported no remaining Calavo Growers position as of Q4 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 30 Calavo Growers shares in Q4 2020, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Calavo Growers in Q2 2019 and held it in 6 quarters.
  • Bedel Financial Consulting's Calavo Growers position peaked at $3K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.