CWC
CVGW

Carolinas Wealth Consulting’s Calavo Growers CVGW Stock Holding History

Carolinas Wealth 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
2024
Q1 		– Sell
-244
Closed -$7.17K – 1064
2023
Q4 		$7.17K Hold
244
– – ﹤0.01% 581
2023
Q3 		$6.17K Buy
244
+2
+0.8% +$65 ﹤0.01% 582
2023
Q2 		$7.04K Buy
242
+1
+0.4% +$31 ﹤0.01% 636
2023
Q1 		$6.96K Hold
241
– – ﹤0.01% 654
2022
Q4 		$7.09K Buy
241
+2
+0.8% +$67 ﹤0.01% 656
2022
Q3 		$8K Hold
239
– – ﹤0.01% 594
2022
Q2 		$10K Hold
239
– – ﹤0.01% 568
2022
Q1 		$9K Hold
239
– – ﹤0.01% 615
2021
Q4 		$10K Buy
+239
New +$9.79K ﹤0.01% 606

Other funds holding CVGW

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.22B AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return