LFA
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Level Financial Advisors’s Commercial Vehicle Group CVGI Stock Holding History

Level Financial Advisors’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17
Closed – – 262
2022
Q2 		$0 Buy
+17
New +$116 ﹤0.01% 311

Other funds holding CVGI

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Level Financial Advisors's CVGI Position: Q3 2022 in Review

Level Financial Advisors sold out of Commercial Vehicle Group (CVGI) in Q3 2022, closing a stake of 17 shares.

Level Financial Advisors first reported a position in CVGI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 62 funds tracked by Wall St. Rank hold CVGI as of Q3 2022.

  • Level Financial Advisors reported no remaining Commercial Vehicle Group position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 17 Commercial Vehicle Group shares in Q3 2022.
  • Level Financial Advisors first reported a position in Commercial Vehicle Group in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Commercial Vehicle Group position peaked at $0 in Q2 2022.
  • 62 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.