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Fiduciary Alliance’s Cavco Industries CVCO Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-19
Closed -$5.61K – 326
2023
Q2 		$5.61K Buy
+19
New +$5.46K ﹤0.01% 676
2023
Q1 		– Sell
-19
Closed -$4.3K – 302
2022
Q4 		$4.3K Buy
+19
New +$4.22K ﹤0.01% 573

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's CVCO Position: Q3 2023 in Review

Fiduciary Alliance sold out of Cavco Industries (CVCO) in Q3 2023, closing a stake of 19 shares — an estimated $5.61K sold.

Fiduciary Alliance first reported a position in CVCO in Q4 2022 and held it in 2 quarters. The position peaked at $5.61K in Q2 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

  • Fiduciary Alliance reported no remaining Cavco Industries position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 19 Cavco Industries shares in Q3 2023, an estimated $5.61K.
  • Fiduciary Alliance first reported a position in Cavco Industries in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Cavco Industries position peaked at $5.61K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.