CIBC Private Wealth Group
CVGW

CIBC Private Wealth Group’s Calavo Growers CVGW Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-20
Closed -$548 – 3179
2024
Q1 		$548 Buy
+20
New +$561 ﹤0.01% 2926
2014
Q2 		– Sell
-13,003
Closed -$465K – 601
2014
Q1 		$465K Buy
+13,003
New +$412K ﹤0.01% 515

Other funds holding CVGW

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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

CIBC Private Wealth Group's CVGW Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Calavo Growers (CVGW) in Q2 2024, closing a stake of 20 shares — an estimated $548 sold.

CIBC Private Wealth Group first reported a position in CVGW in Q1 2014 and held it in 2 quarters. The position peaked at $465K in Q1 2014. 131 funds tracked by Wall St. Rank hold CVGW as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Calavo Growers position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 20 Calavo Growers shares in Q2 2024, an estimated $548.
  • CIBC Private Wealth Group first reported a position in Calavo Growers in Q1 2014 and held it in 2 quarters.
  • CIBC Private Wealth Group's Calavo Growers position peaked at $465K in Q1 2014.
  • 131 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.