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JNBA Financial Advisors’s Cavco Industries CVCO Stock Holding History

JNBA Financial Advisors’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-34
Closed -$8K – 829
2021
Q3 		$8K Buy
+34
New +$8.18K ﹤0.01% 538

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

JNBA Financial Advisors's CVCO Position: Q4 2021 in Review

JNBA Financial Advisors sold out of Cavco Industries (CVCO) in Q4 2021, closing a stake of 34 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in CVCO in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 221 funds tracked by Wall St. Rank hold CVCO as of Q4 2021.

  • JNBA Financial Advisors reported no remaining Cavco Industries position as of Q4 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 34 Cavco Industries shares in Q4 2021, an estimated $8K.
  • JNBA Financial Advisors first reported a position in Cavco Industries in Q3 2021 and held it in 1 quarter.
  • JNBA Financial Advisors's Cavco Industries position peaked at $8K in Q3 2021.
  • 221 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2021.

Based on JNBA Financial Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.