Lindbrook Capital’s Mission Produce AVO Stock Holding History

Lindbrook Capital’s Portfolio AVO Stock Details AVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2K	Sell	191 -42	-18%	-$489	﹤0.01%	2285
2024 Q4	$3.35K	Hold	233	–	–	﹤0.01%	2135
2024 Q3	$2.99K	Buy	233 +42	+22%	+$466	﹤0.01%	2220
2024 Q2	$1.89K	Hold	191	–	–	﹤0.01%	2357
2024 Q1	$2.27K	Hold	191	–	–	﹤0.01%	2197
2023 Q4	$1.93K	Sell	191 -835	-81%	-$7.76K	﹤0.01%	2275
2023 Q3	$9.93K	Buy	+1,026	New	+$10.9K	﹤0.01%	1423
2023 Q1	–	Sell	-4,900	Closed	-$56.9K	–	2789
2022 Q4	$56.9K	Sell	4,900 -26	-0.5%	-$400	0.01%	647
2022 Q3	$71K	Buy	4,926 +26	+0.5%	+$396	0.01%	540
2022 Q2	$70K	Hold	4,900	–	–	0.01%	544
2022 Q1	$62K	Sell	4,900 -26,000	-84%	-$346K	0.01%	614
2021 Q4	$485K	Sell	30,900 -24,500	-44%	-$456K	0.07%	170
2021 Q3	$1.02M	Hold	55,400	–	–	0.27%	31
2021 Q2	$1.15M	Buy	55,400 +3,700	+7%	+$75.6K	0.26%	34
2021 Q1	$983K	Buy	51,700 +18,010	+53%	+$346K	0.22%	39
2020 Q4	$507K	Buy	+33,690	New	+$455K	0.12%	67

Other funds holding AVO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WLC

Walnut Level Capital Denver, Colorado $118M AUM 59.12% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's AVO Position: Q1 2025 in Review

Lindbrook Capital reduced its Mission Produce (AVO) stake by 18% in Q1 2025, selling an estimated $489 and leaving 191 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Lindbrook Capital first reported a position in AVO in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2021. 148 funds tracked by Wall St. Rank hold AVO as of Q1 2025.

Lindbrook Capital held 191 shares of Mission Produce worth $2K as of Q1 2025.
Lindbrook Capital sold 42 Mission Produce shares in Q1 2025, an estimated $489.
Mission Produce made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2285 holding.
Lindbrook Capital first reported a position in Mission Produce in Q4 2020 and has held it in 16 quarters since.
Lindbrook Capital's Mission Produce position peaked at $1.15M in Q2 2021.
148 funds tracked by Wall St. Rank held Mission Produce as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.