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CVGW

NewEdge Advisors’s Calavo Growers CVGW Stock Holding History

NewEdge Advisors’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
2023
Q4 		– Sell
-9
Closed -$227 – 3769
2023
Q3 		$227 Hold
9
– – ﹤0.01% 3313
2023
Q2 		$261 Buy
+9
New +$279 ﹤0.01% 3365
2023
Q1 		– Sell
-16
Closed -$470 – 3564
2022
Q4 		$470 Buy
+16
New +$536 ﹤0.01% 3182

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NewEdge Advisors's CVGW Position: Q4 2023 in Review

NewEdge Advisors sold out of Calavo Growers (CVGW) in Q4 2023, closing a stake of 9 shares — an estimated $227 sold.

NewEdge Advisors first reported a position in CVGW in Q4 2022 and held it in 3 quarters. The position peaked at $470 in Q4 2022. 140 funds tracked by Wall St. Rank hold CVGW as of Q4 2023.

  • NewEdge Advisors reported no remaining Calavo Growers position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 9 Calavo Growers shares in Q4 2023, an estimated $227.
  • NewEdge Advisors first reported a position in Calavo Growers in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Calavo Growers position peaked at $470 in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2023.

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