North Ridge Wealth Advisors’s Calavo Growers CVGW Stock Holding History

North Ridge Wealth 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
2025 Q3	–	Sell	-180	Closed	-$4.79K	–	189
2025 Q2	$4.79K	Hold	180	–	–	﹤0.01%	135
2025 Q1	$4.32K	Hold	180	–	–	﹤0.01%	130
2024 Q4	$4.59K	Buy	+180	New	+$4.9K	﹤0.01%	130

Other funds holding CVGW

BlackRock New York $5.72T AUM 30.48% 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

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

North Ridge Wealth Advisors's CVGW Position: Q3 2025 in Review

North Ridge Wealth Advisors sold out of Calavo Growers (CVGW) in Q3 2025, closing a stake of 180 shares — an estimated $4.79K sold.

North Ridge Wealth Advisors first reported a position in CVGW in Q4 2024 and held it in 3 quarters. The position peaked at $4.79K in Q2 2025. 167 funds tracked by Wall St. Rank hold CVGW as of Q3 2025.

North Ridge Wealth Advisors reported no remaining Calavo Growers position as of Q3 2025 after selling out during the quarter.
North Ridge Wealth Advisors sold 180 Calavo Growers shares in Q3 2025, an estimated $4.79K.
North Ridge Wealth Advisors first reported a position in Calavo Growers in Q4 2024 and held it in 3 quarters.
North Ridge Wealth Advisors's Calavo Growers position peaked at $4.79K in Q2 2025.
167 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.