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Lucia Wealth Services’s Cavco Industries CVCO Stock Holding History

Lucia Wealth Services’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
Q3 		$191K Buy
+1,059
New +$202K 0.04% 130

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lucia Wealth Services's CVCO Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in Cavco Industries (CVCO) in Q3 2020: 1,059 shares worth $191K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings.

201 funds tracked by Wall St. Rank hold CVCO as of Q3 2020.

  • Lucia Wealth Services held 1,059 shares of Cavco Industries worth $191K as of Q3 2020.
  • Cavco Industries was a new Lucia Wealth Services position in Q3 2020.
  • Cavco Industries made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #130 holding.
  • 201 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.