PFWA
CVCO icon

Paces Ferry Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-97
Closed -$17K – 350
2020
Q3 		$17K Buy
+97
New +$18.5K 0.01% 355

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Paces Ferry Wealth Advisors's CVCO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Cavco Industries (CVCO) in Q4 2020, closing a stake of 97 shares — an estimated $17K sold.

Paces Ferry Wealth Advisors first reported a position in CVCO in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 192 funds tracked by Wall St. Rank hold CVCO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Cavco Industries position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 97 Cavco Industries shares in Q4 2020, an estimated $17K.
  • Paces Ferry Wealth Advisors first reported a position in Cavco Industries in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Cavco Industries position peaked at $17K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.