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Gibson Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Gibson Wealth Advisors’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
Q4 		$2.8M Buy
12,600
+12,400
+6,200% +$2.75M 0.05% 53
2022
Q3 		$41K Hold
200
– – 0.05% 52
2022
Q2 		$39K Hold
200
– – 0.04% 52
2022
Q1 		$48K Hold
200
– – 0.05% 51
2021
Q4 		$64K Buy
+200
New +$55.7K 0.07% 37

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gibson Wealth Advisors's CVCO Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Cavco Industries (CVCO) stake by 6,200% in Q4 2022, buying an estimated $2.75M and bringing the position to 12,600 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #53.

Gibson Wealth Advisors first reported a position in CVCO in Q4 2021 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold CVCO as of Q4 2022.

  • Gibson Wealth Advisors held 12,600 shares of Cavco Industries worth $2.8M as of Q4 2022.
  • Gibson Wealth Advisors bought 12,400 Cavco Industries shares in Q4 2022, an estimated $2.75M.
  • Cavco Industries made up 0.05% of Gibson Wealth Advisors's portfolio in Q4 2022, its #53 holding.
  • Gibson Wealth Advisors first reported a position in Cavco Industries in Q4 2021 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.