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Capital Performance Advisors’s Cavco Industries CVCO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-3
Closed -$1.28K – 776
2024
Q3 		$1.28K Buy
+3
New +$1.18K ﹤0.01% 1781

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's CVCO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Cavco Industries (CVCO) in Q4 2024, closing a stake of 3 shares — an estimated $1.28K sold.

Capital Performance Advisors first reported a position in CVCO in Q3 2024 and held it in 1 quarter. The position peaked at $1.28K in Q3 2024. 298 funds tracked by Wall St. Rank hold CVCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Cavco Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Cavco Industries shares in Q4 2024, an estimated $1.28K.
  • Capital Performance Advisors first reported a position in Cavco Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Cavco Industries position peaked at $1.28K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.