SFS
CVGW

Sowell Financial Services’s Calavo Growers CVGW Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-234
Closed -$18K – 999
2021
Q1 		$18K Buy
234
+14
+6% +$1.07K ﹤0.01% 2089
2020
Q4 		$15K Hold
220
– – ﹤0.01% 1853
2020
Q3 		$15K Sell
220
-35
-14% -$2.2K ﹤0.01% 1668
2020
Q2 		$16K Hold
255
– – ﹤0.01% 1531
2020
Q1 		$15K Hold
255
– – ﹤0.01% 1470
2019
Q4 		$23K Buy
255
+220
+629% +$19.7K ﹤0.01% 1383
2019
Q3 		$3K Buy
+35
New +$3.21K ﹤0.01% 1912

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's CVGW Position: Q2 2021 in Review

Sowell Financial Services sold out of Calavo Growers (CVGW) in Q2 2021, closing a stake of 234 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in CVGW in Q3 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2019. 175 funds tracked by Wall St. Rank hold CVGW as of Q2 2021.

  • Sowell Financial Services reported no remaining Calavo Growers position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 234 Calavo Growers shares in Q2 2021, an estimated $18K.
  • Sowell Financial Services first reported a position in Calavo Growers in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Calavo Growers position peaked at $23K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.