Lloyd Advisory Services’s Calavo Growers CVGW Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-42	Closed	-$2K	–	164
2022 Q1	$2K	Buy	+42	New	+$1.71K	﹤0.01%	512

Other funds holding CVGW

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lloyd Advisory Services's CVGW Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Calavo Growers (CVGW) in Q2 2022, closing a stake of 42 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in CVGW in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 158 funds tracked by Wall St. Rank hold CVGW as of Q2 2022.

Lloyd Advisory Services reported no remaining Calavo Growers position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 42 Calavo Growers shares in Q2 2022, an estimated $2K.
Lloyd Advisory Services first reported a position in Calavo Growers in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Calavo Growers position peaked at $2K in Q1 2022.
158 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.