KWA
CVGW

Kingswood Wealth Advisors’s Calavo Growers CVGW Stock Holding History

Kingswood 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
2025
Q1 		– Sell
-9,690
Closed -$247K – 741
2024
Q4 		$247K Buy
+9,690
New +$264K 0.02% 672
2024
Q3 		– Sell
-19,738
Closed -$448K – 685
2024
Q2 		$448K Buy
19,738
+3,950
+25% +$104K 0.04% 419
2024
Q1 		$439K Sell
15,788
-13,100
-45% -$368K 0.05% 382
2023
Q4 		$850K Buy
+28,888
New +$744K 0.1% 227
2023
Q3 		– Sell
-18,018
Closed -$523K – 437
2023
Q2 		$523K Buy
+18,018
New +$559K 0.17% 131

Other funds holding CVGW

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Kingswood Wealth Advisors's CVGW Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Calavo Growers (CVGW) in Q1 2025, closing a stake of 9,690 shares — an estimated $247K sold.

Kingswood Wealth Advisors first reported a position in CVGW in Q2 2023 and held it in 5 quarters. The position peaked at $850K in Q4 2023. 148 funds tracked by Wall St. Rank hold CVGW as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Calavo Growers position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,690 Calavo Growers shares in Q1 2025, an estimated $247K.
  • Kingswood Wealth Advisors first reported a position in Calavo Growers in Q2 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Calavo Growers position peaked at $850K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.