EWA
CVGW

EverSource Wealth Advisors’s Calavo Growers CVGW Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$12.5K Sell
483
-95
-16% -$2.38K ﹤0.01% 2794
2025
Q4 		$12.6K Sell
578
-178
-24% -$3.95K ﹤0.01% 2689
2025
Q3 		$19.5K Sell
756
-158
-17% -$4.26K ﹤0.01% 2376
2025
Q2 		$24.3K Buy
914
+797
+681% +$20.8K ﹤0.01% 2149
2025
Q1 		$2.81K Buy
117
+24
+26% +$564 ﹤0.01% 2768
2024
Q4 		$2.37K Buy
93
+16
+21% +$435 ﹤0.01% 2649
2024
Q3 		$2.2K Hold
77
– – ﹤0.01% 2518
2024
Q2 		$1.83K Buy
+77
New +$2.02K ﹤0.01% 2577
2023
Q1 		– Sell
-56
Closed -$1.65K – 2419
2022
Q4 		$1.65K Hold
56
– – ﹤0.01% 1971
2022
Q3 		$2K Hold
56
– – ﹤0.01% 1649
2022
Q2 		$2K Sell
56
-76
-58% -$2.75K ﹤0.01% 1487
2022
Q1 		$5K Sell
132
-40
-23% -$1.63K ﹤0.01% 1230
2021
Q4 		$7K Buy
+172
New +$7.04K ﹤0.01% 1096

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return