KWM
CVGW

Kingsview Wealth Management’s Calavo Growers CVGW Stock Holding History

Kingsview Wealth Management’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
2020
Q1 		– Sell
-2,320
Closed -$210K – 515
2019
Q4 		$210K Buy
2,320
+1
+0% +$89 0.03% 439
2019
Q3 		$221K Buy
2,319
+10
+0.4% +$918 0.03% 391
2019
Q2 		$223K Buy
+2,309
New +$216K 0.04% 375

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's CVGW Position: Q1 2020 in Review

Kingsview Wealth Management sold out of Calavo Growers (CVGW) in Q1 2020, closing a stake of 2,320 shares — an estimated $210K sold.

Kingsview Wealth Management first reported a position in CVGW in Q2 2019 and held it in 3 quarters. The position peaked at $223K in Q2 2019. 204 funds tracked by Wall St. Rank hold CVGW as of Q1 2020.

  • Kingsview Wealth Management reported no remaining Calavo Growers position as of Q1 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,320 Calavo Growers shares in Q1 2020, an estimated $210K.
  • Kingsview Wealth Management first reported a position in Calavo Growers in Q2 2019 and held it in 3 quarters.
  • Kingsview Wealth Management's Calavo Growers position peaked at $223K in Q2 2019.
  • 204 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.