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Cornerstone Wealth Management’s Cavco Industries CVCO Stock Holding History

Cornerstone Wealth Management’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
-1,000
Closed -$266K – 528
2023
Q3 		$266K Sell
1,000
-875
-47% -$245K 0.03% 442
2023
Q2 		$553K Buy
1,875
+750
+67% +$216K 0.05% 284
2023
Q1 		$357K Buy
+1,125
New +$311K 0.04% 345

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cornerstone Wealth Management's CVCO Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Cavco Industries (CVCO) in Q4 2023, closing a stake of 1,000 shares — an estimated $266K sold.

Cornerstone Wealth Management first reported a position in CVCO in Q1 2023 and held it in 3 quarters. The position peaked at $553K in Q2 2023. 258 funds tracked by Wall St. Rank hold CVCO as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Cavco Industries position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,000 Cavco Industries shares in Q4 2023, an estimated $266K.
  • Cornerstone Wealth Management first reported a position in Cavco Industries in Q1 2023 and held it in 3 quarters.
  • Cornerstone Wealth Management's Cavco Industries position peaked at $553K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.