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Cary Street Partners Investment Advisory’s Cavco Industries CVCO Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-26
Closed -$6.91K – 871
2023
Q3 		$6.91K Hold
26
– – ﹤0.01% 1395
2023
Q2 		$7.67K Hold
26
– – ﹤0.01% 1303
2023
Q1 		$8.26K Hold
26
– – ﹤0.01% 1196
2022
Q4 		$5.88K Buy
+26
New +$5.77K ﹤0.01% 1294

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's CVCO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Cavco Industries (CVCO) in Q4 2023, closing a stake of 26 shares — an estimated $6.91K sold.

Cary Street Partners Investment Advisory first reported a position in CVCO in Q4 2022 and held it in 4 quarters. The position peaked at $8.26K in Q1 2023. 258 funds tracked by Wall St. Rank hold CVCO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Cavco Industries position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 26 Cavco Industries shares in Q4 2023, an estimated $6.91K.
  • Cary Street Partners Investment Advisory first reported a position in Cavco Industries in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Cavco Industries position peaked at $8.26K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.