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Private Wealth Management Group’s Mission Produce AVO Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-107
Closed -$1.54K – 1490
2024
Q4 		$1.54K Hold
107
– – ﹤0.01% 1190
2024
Q3 		$1.37K Hold
107
– – ﹤0.01% 1197
2024
Q2 		$1.06K Buy
+107
New +$1.22K ﹤0.01% 1265

Other funds holding AVO

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WLC
Walnut Level Capital Denver, Colorado $118M AUM 59.12% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's AVO Position: Q1 2025 in Review

Private Wealth Management Group sold out of Mission Produce (AVO) in Q1 2025, closing a stake of 107 shares — an estimated $1.54K sold.

Private Wealth Management Group first reported a position in AVO in Q2 2024 and held it in 3 quarters. The position peaked at $1.54K in Q4 2024. 148 funds tracked by Wall St. Rank hold AVO as of Q1 2025.

  • Private Wealth Management Group reported no remaining Mission Produce position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 107 Mission Produce shares in Q1 2025, an estimated $1.54K.
  • Private Wealth Management Group first reported a position in Mission Produce in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Mission Produce position peaked at $1.54K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Mission Produce as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.