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Realta Investment Advisors’s Cavco Industries CVCO Stock Holding History

Realta Investment 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
Q3 		– Sell
-1,150
Closed -$222K – 324
2020
Q2 		$222K Buy
+1,150
New +$188K 0.07% 294
2020
Q1 		– Sell
-500
Closed -$100K – 526
2019
Q4 		$100K Hold
500
– – 0.03% 498
2019
Q3 		$96K Buy
500
+25
+5% +$4.43K 0.03% 512
2019
Q2 		$75K Hold
475
– – 0.02% 576
2019
Q1 		$56K Buy
+475
New +$64.9K 0.03% 518

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

Realta Investment Advisors's CVCO Position: Q3 2020 in Review

Realta Investment Advisors sold out of Cavco Industries (CVCO) in Q3 2020, closing a stake of 1,150 shares — an estimated $222K sold.

Realta Investment Advisors first reported a position in CVCO in Q1 2019 and held it in 5 quarters. The position peaked at $222K in Q2 2020. 201 funds tracked by Wall St. Rank hold CVCO as of Q3 2020.

  • Realta Investment Advisors reported no remaining Cavco Industries position as of Q3 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,150 Cavco Industries shares in Q3 2020, an estimated $222K.
  • Realta Investment Advisors first reported a position in Cavco Industries in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Cavco Industries position peaked at $222K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.