LFA
CVGW

Legacy Financial Advisors’s Calavo Growers CVGW Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-115
Closed -$10K – 302
2019
Q1 		$10K Buy
+115
New +$9.33K ﹤0.01% 608

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Legacy Financial Advisors's CVGW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Calavo Growers (CVGW) in Q2 2019, closing a stake of 115 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in CVGW in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 217 funds tracked by Wall St. Rank hold CVGW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Calavo Growers position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 115 Calavo Growers shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Calavo Growers in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Calavo Growers position peaked at $10K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.