NA
AVO icon

NewEdge Advisors’s Mission Produce AVO Stock Holding History

NewEdge Advisors’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
2023
Q4 		– Sell
-16
Closed -$155 – 3754
2023
Q3 		$155 Hold
16
– – ﹤0.01% 3335
2023
Q2 		$194 Buy
+16
New +$189 ﹤0.01% 3385
2023
Q1 		– Sell
-29
Closed -$337 – 3464
2022
Q4 		$337 Buy
+29
New +$446 ﹤0.01% 3239

Other funds holding AVO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's AVO Position: Q4 2023 in Review

NewEdge Advisors sold out of Mission Produce (AVO) in Q4 2023, closing a stake of 16 shares — an estimated $155 sold.

NewEdge Advisors first reported a position in AVO in Q4 2022 and held it in 3 quarters. The position peaked at $337 in Q4 2022. 94 funds tracked by Wall St. Rank hold AVO as of Q4 2023.

  • NewEdge Advisors reported no remaining Mission Produce position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 16 Mission Produce shares in Q4 2023, an estimated $155.
  • NewEdge Advisors first reported a position in Mission Produce in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Mission Produce position peaked at $337 in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Mission Produce as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.