Lenox Wealth Advisors’s Calavo Growers CVGW Stock Holding History

Lenox 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
2022 Q1	$89K	Hold	2,406	–	–	0.01%	180
2021 Q4	$102K	Hold	2,406	–	–	0.01%	167
2021 Q3	$92K	Hold	2,406	–	–	0.01%	164
2021 Q2	$153K	Hold	2,406	–	–	0.02%	123
2021 Q1	$187K	Hold	2,406	–	–	0.03%	88
2020 Q4	$167K	Hold	2,406	–	–	0.02%	95
2020 Q3	$159K	Hold	2,406	–	–	0.02%	90
2020 Q2	$151K	Hold	2,406	–	–	0.02%	83
2020 Q1	$139K	Sell	2,406 -2,000	-45%	-$141K	0.03%	79
2019 Q4	$399K	Hold	4,406	–	–	0.06%	56
2019 Q3	$412K	Hold	4,406	–	–	0.07%	50
2019 Q2	$426K	Sell	4,406 -1,010	-19%	-$94.4K	0.07%	45
2019 Q1	$465K	Sell	5,416 -625	-10%	-$50.7K	0.09%	39
2018 Q4	$452K	Buy	6,041 +2,000	+49%	+$187K	0.1%	36
2018 Q3	$390K	Sell	4,041 -2,000	-33%	-$198K	0.08%	41
2018 Q2	$581K	Buy	+6,041	New	+$562K	0.13%	25

Other funds holding CVGW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's CVGW Position: Q1 2022 in Review

Lenox Wealth Advisors held its Calavo Growers (CVGW) position steady in Q1 2022 at 2,406 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #180.

Lenox Wealth Advisors first reported a position in CVGW in Q2 2018 and has held it in 16 quarters since. The position peaked at $581K in Q2 2018. 170 funds tracked by Wall St. Rank hold CVGW as of Q1 2022.

Lenox Wealth Advisors held 2,406 shares of Calavo Growers worth $89K as of Q1 2022.
Lenox Wealth Advisors left its Calavo Growers share count unchanged in Q1 2022.
Calavo Growers made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #180 holding.
Lenox Wealth Advisors first reported a position in Calavo Growers in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's Calavo Growers position peaked at $581K in Q2 2018.
170 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.