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 $5.7T AUM 30.48% 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 $7.3B AUM 41.96% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return