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Belpointe Asset Management’s Cavco Industries CVCO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-56
Closed -$17.8K – 1168
2023
Q1 		$17.8K Buy
56
+15
+37% +$4.15K ﹤0.01% 2370
2022
Q4 		$9.28K Buy
+41
New +$9.11K ﹤0.01% 2655

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Belpointe Asset Management's CVCO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 56 shares — an estimated $17.8K sold.

Belpointe Asset Management first reported a position in CVCO in Q4 2022 and held it in 2 quarters. The position peaked at $17.8K in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 56 Cavco Industries shares in Q2 2023, an estimated $17.8K.
  • Belpointe Asset Management first reported a position in Cavco Industries in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Cavco Industries position peaked at $17.8K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.