CWA
CVCO icon

Carolina Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Carolina Wealth 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
2023
Q3 		– Sell
-2,351
Closed -$694K – 272
2023
Q2 		$694K Buy
2,351
+161
+7% +$46.3K 0.42% 28
2023
Q1 		$696K Buy
2,190
+318
+17% +$88K 0.41% 32
2022
Q4 		$424K Buy
+1,872
New +$416K 0.27% 47

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's CVCO Position: Q3 2023 in Review

Carolina Wealth Advisors sold out of Cavco Industries (CVCO) in Q3 2023, closing a stake of 2,351 shares — an estimated $694K sold.

Carolina Wealth Advisors first reported a position in CVCO in Q4 2022 and held it in 3 quarters. The position peaked at $696K in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

  • Carolina Wealth Advisors reported no remaining Cavco Industries position as of Q3 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,351 Cavco Industries shares in Q3 2023, an estimated $694K.
  • Carolina Wealth Advisors first reported a position in Cavco Industries in Q4 2022 and held it in 3 quarters.
  • Carolina Wealth Advisors's Cavco Industries position peaked at $696K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on Carolina Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.