Clear Point Advisors’s Coffee Holding Co JVA Stock Holding History

Clear Point Advisors’s Portfolio JVA Stock Details JVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,968	Closed	-$25.7K	–	343
2024 Q3	$25.7K	Hold	7,968	–	–	0.02%	263
2024 Q2	$18.6K	Hold	7,968	–	–	0.02%	275
2024 Q1	$12.6K	Hold	7,968	–	–	0.01%	312
2023 Q4	$7.15K	Buy	+7,968	New	+$6.39K	0.01%	340

Other funds holding JVA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Clear Point Advisors's JVA Position: Q4 2024 in Review

Clear Point Advisors sold out of Coffee Holding Co (JVA) in Q4 2024, closing a stake of 7,968 shares — an estimated $25.7K sold.

Clear Point Advisors first reported a position in JVA in Q4 2023 and held it in 4 quarters. The position peaked at $25.7K in Q3 2024. 25 funds tracked by Wall St. Rank hold JVA as of Q4 2024.

Clear Point Advisors reported no remaining Coffee Holding Co position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 7,968 Coffee Holding Co shares in Q4 2024, an estimated $25.7K.
Clear Point Advisors first reported a position in Coffee Holding Co in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Coffee Holding Co position peaked at $25.7K in Q3 2024.
25 funds tracked by Wall St. Rank held Coffee Holding Co as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.