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IFP Advisors’s Commercial Vehicle Group CVGI Stock Holding History

IFP Advisors’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,000
Closed -$24K – 3586
2022
Q4 		$24K Hold
3,000
– – ﹤0.01% 2736
2022
Q3 		$24K Buy
3,000
+1,000
+50% +$6.4K ﹤0.01% 2911
2022
Q2 		$16K Hold
2,000
– – ﹤0.01% 3020
2022
Q1 		$16K Buy
+2,000
New +$16.2K ﹤0.01% 3020
2017
Q3 		– Sell
-725
Closed -$6K – 4090
2017
Q2 		$6K Hold
725
– – ﹤0.01% 3288
2017
Q1 		$5K Hold
725
– – ﹤0.01% 3274
2016
Q4 		$4K Sell
725
-2,301
-76% -$12.2K ﹤0.01% 3376
2016
Q3 		$17K Buy
3,026
+1,355
+81% +$6.66K ﹤0.01% 2498
2016
Q2 		$9K Buy
+1,671
New +$5.69K ﹤0.01% 2788

Other funds holding CVGI

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

IFP Advisors's CVGI Position: Q1 2023 in Review

IFP Advisors sold out of Commercial Vehicle Group (CVGI) in Q1 2023, closing a stake of 3,000 shares — an estimated $24K sold.

IFP Advisors first reported a position in CVGI in Q2 2016 and held it in 9 quarters. The position peaked at $24K in Q4 2022. 78 funds tracked by Wall St. Rank hold CVGI as of Q1 2023.

  • IFP Advisors reported no remaining Commercial Vehicle Group position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 3,000 Commercial Vehicle Group shares in Q1 2023, an estimated $24K.
  • IFP Advisors first reported a position in Commercial Vehicle Group in Q2 2016 and held it in 9 quarters.
  • IFP Advisors's Commercial Vehicle Group position peaked at $24K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.