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Lenox Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-21
Closed -$3K – 628
2020
Q1 		$3K Buy
+21
New +$4.13K ﹤0.01% 492
2019
Q2 		– Sell
-22
Closed -$3K – 445
2019
Q1 		$3K Buy
+22
New +$3.01K ﹤0.01% 444
2018
Q2 		– Sell
-9
Closed -$2K – 569
2018
Q1 		$2K Buy
+9
New +$1.49K ﹤0.01% 466

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's CVCO Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Cavco Industries (CVCO) in Q2 2020, closing a stake of 21 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CVCO in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 199 funds tracked by Wall St. Rank hold CVCO as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Cavco Industries position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 21 Cavco Industries shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Cavco Industries in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Cavco Industries position peaked at $3K in Q1 2020.
  • 199 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.