FAG
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Fortitude Advisory Group’s Cavco Industries CVCO Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-33
Closed -$8K – 444
2022
Q1 		$8K Hold
33
– – ﹤0.01% 1060
2021
Q4 		$10K Buy
+33
New +$9.19K 0.01% 1026

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Fortitude Advisory Group's CVCO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Cavco Industries (CVCO) in Q2 2022, closing a stake of 33 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in CVCO in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 223 funds tracked by Wall St. Rank hold CVCO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Cavco Industries position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 33 Cavco Industries shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in Cavco Industries in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Cavco Industries position peaked at $10K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.