HGWM
CVGW

Harvest Group Wealth Management’s Calavo Growers CVGW Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-29
Closed -$2K – 602
2019
Q4 		$2K Hold
29
– – ﹤0.01% 592
2019
Q3 		$3K Hold
29
– – ﹤0.01% 541
2019
Q2 		$2K Hold
29
– – ﹤0.01% 521
2019
Q1 		$2K Buy
+29
New +$2.35K ﹤0.01% 599

Other funds holding CVGW

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Vanguard Group
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SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return