JMPWA
CVGW

JP Morgan Private Wealth Advisors’s Calavo Growers CVGW Stock Holding History

JP Morgan Private Wealth Advisors’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
2021
Q2 		– Sell
-3,039
Closed -$236K – 1904
2021
Q1 		$236K Buy
3,039
+7
+0.2% +$537 ﹤0.01% 1622
2020
Q4 		$211K Sell
3,032
-479
-14% -$33.8K ﹤0.01% 1630
2020
Q3 		$233K Sell
3,511
-7
-0.2% -$440 ﹤0.01% 1473
2020
Q2 		$221K Sell
3,518
-60
-2% -$3.6K ﹤0.01% 1426
2020
Q1 		$206K Buy
3,578
+37
+1% +$2.61K ﹤0.01% 1291
2019
Q4 		$321K Sell
3,541
-2
-0.1% -$179 ﹤0.01% 1208
2019
Q3 		$337K Buy
3,543
+83
+2% +$7.62K ﹤0.01% 1145
2019
Q2 		$335K Hold
3,460
– – ﹤0.01% 1108
2019
Q1 		$290K Buy
+3,460
New +$281K ﹤0.01% 1223
2018
Q3 		– Sell
-2,832
Closed -$272K – 1583
2018
Q2 		$272K Buy
2,832
+95
+3% +$8.83K ﹤0.01% 1241
2018
Q1 		$252K Sell
2,737
-103
-4% -$9.02K ﹤0.01% 1112
2017
Q4 		$240K Sell
2,840
-300
-10% -$22.1K ﹤0.01% 1125
2017
Q3 		$230K Sell
3,140
-29
-0.9% -$2.05K ﹤0.01% 1108
2017
Q2 		$219K Buy
+3,169
New +$213K ﹤0.01% 1120

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CVGW Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Calavo Growers (CVGW) in Q2 2021, closing a stake of 3,039 shares — an estimated $236K sold.

JP Morgan Private Wealth Advisors first reported a position in CVGW in Q2 2017 and held it in 14 quarters. The position peaked at $337K in Q3 2019. 175 funds tracked by Wall St. Rank hold CVGW as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Calavo Growers position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,039 Calavo Growers shares in Q2 2021, an estimated $236K.
  • JP Morgan Private Wealth Advisors first reported a position in Calavo Growers in Q2 2017 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Calavo Growers position peaked at $337K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.