IA
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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 – 4091
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 $201M AUM 9.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return