Financial Gravity Asset Management’s Cavco Industries CVCO Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1	Closed	-$402	–	1659
2024 Q1	$402	Buy	+1	New	+$354	﹤0.01%	1427
2023 Q3	–	Sell	-295	Closed	-$247	–	1363
2023 Q2	$247	Sell	295 -23	-7%	-$6.61K	﹤0.01%	1121
2023 Q1	$1	Buy	318 +92	+41%	+$25.5K	﹤0.01%	1042
2022 Q4	$183	Buy	+226	New	+$50.2K	﹤0.01%	985

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Financial Gravity Asset Management's CVCO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Cavco Industries (CVCO) in Q2 2024, closing a stake of 1 share — an estimated $402 sold.

Financial Gravity Asset Management first reported a position in CVCO in Q4 2022 and held it in 4 quarters. The position peaked at $402 in Q1 2024. 271 funds tracked by Wall St. Rank hold CVCO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Cavco Industries position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Cavco Industries share in Q2 2024, an estimated $402.
Financial Gravity Asset Management first reported a position in Cavco Industries in Q4 2022 and held it in 4 quarters.
Financial Gravity Asset Management's Cavco Industries position peaked at $402 in Q1 2024.
271 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.