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Householder Group Estate & Retirement Specialist’s Mission Produce AVO Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-800
Closed -$10K – 581
2024
Q3 		$10K Hold
800
– – ﹤0.01% 802
2024
Q2 		$7K Hold
800
– – ﹤0.01% 872
2024
Q1 		$9.5K Hold
800
– – ﹤0.01% 823
2023
Q4 		$8K Hold
800
– – ﹤0.01% 802
2023
Q3 		$7.74K Buy
+800
New +$8.49K ﹤0.01% 846
2023
Q1 		$9K Buy
+800
New +$9.34K ﹤0.01% 821

Other funds holding AVO

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
WLC
Walnut Level Capital Denver, Colorado $118M AUM 59.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Mission Produce (AVO) in Q4 2024, closing a stake of 800 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in AVO in Q1 2023 and held it in 6 quarters. The position peaked at $10K in Q3 2024. 155 funds tracked by Wall St. Rank hold AVO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Mission Produce position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 800 Mission Produce shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Mission Produce in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Mission Produce position peaked at $10K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Mission Produce as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.