Heritage Wealth Management (Arizona)’s Calavo Growers CVGW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$3K	Buy	102 +51	+100%	+$1.71K	﹤0.01%	942
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	864
2022 Q2	$2.13K	Hold	51	–	–	﹤0.01%	877
2022 Q1	$2K	Buy	+51	New	+$2.08K	﹤0.01%	886
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	807
2021 Q2	$3K	Hold	51	–	–	﹤0.01%	803
2021 Q1	$4K	Buy	+51	New	+$3.91K	﹤0.01%	659

Other funds holding CVGW

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CVGW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Calavo Growers (CVGW) stake by 100% in Q4 2022, buying an estimated $1.71K and bringing the position to 102 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Heritage Wealth Management (Arizona) first reported a position in CVGW in Q1 2021 and has held it in 7 quarters since. The position peaked at $4K in Q1 2021. 162 funds tracked by Wall St. Rank hold CVGW as of Q4 2022.

Heritage Wealth Management (Arizona) held 102 shares of Calavo Growers worth $3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 51 Calavo Growers shares in Q4 2022, an estimated $1.71K.
Calavo Growers made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #942 holding.
Heritage Wealth Management (Arizona) first reported a position in Calavo Growers in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Calavo Growers position peaked at $4K in Q1 2021.
162 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.