Capital Advisors Ltd’s Mission Produce AVO Stock Holding History

Capital Advisors Ltd’s Portfolio AVO Stock Details AVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60	Closed	-$1K	–	1282
2023 Q3	$1K	Buy	+60	New	+$637	﹤0.01%	1078

Other funds holding AVO

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's AVO Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Mission Produce (AVO) in Q4 2023, closing a stake of 60 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in AVO in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 94 funds tracked by Wall St. Rank hold AVO as of Q4 2023.

Capital Advisors Ltd reported no remaining Mission Produce position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 60 Mission Produce shares in Q4 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Mission Produce in Q3 2023 and held it in 1 quarter.
Capital Advisors Ltd's Mission Produce position peaked at $1K in Q3 2023.
94 funds tracked by Wall St. Rank held Mission Produce as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.