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Stephens Inc’s Mission Produce AVO Stock Holding History

Stephens Inc’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
2023
Q4 		– Sell
-1,000
Closed -$9.68K – 1253
2023
Q3 		$9.68K Sell
1,000
-700
-41% -$7.43K ﹤0.01% 1206
2023
Q2 		$20.6K Hold
1,700
– – ﹤0.01% 1214
2023
Q1 		$18.9K Hold
1,700
– – ﹤0.01% 1170
2022
Q4 		$19.8K Hold
1,700
– – ﹤0.01% 1148
2022
Q3 		$25K Hold
1,700
– – ﹤0.01% 1172
2022
Q2 		$24K Hold
1,700
– – ﹤0.01% 1205
2022
Q1 		$22K Sell
1,700
-1,000
-37% -$13.3K ﹤0.01% 1303
2021
Q4 		$42K Sell
2,700
-100
-4% -$1.86K ﹤0.01% 1291
2021
Q3 		$51K Hold
2,800
– – ﹤0.01% 1292
2021
Q2 		$58K Hold
2,800
– – ﹤0.01% 1278
2021
Q1 		$53K Sell
2,800
-1,700
-38% -$32.6K ﹤0.01% 1243
2020
Q4 		$68K Buy
+4,500
New +$60.8K ﹤0.01% 1156

Other funds holding AVO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
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
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc's AVO Position: Q4 2023 in Review

Stephens Inc sold out of Mission Produce (AVO) in Q4 2023, closing a stake of 1,000 shares — an estimated $9.68K sold.

Stephens Inc first reported a position in AVO in Q4 2020 and held it in 12 quarters. The position peaked at $68K in Q4 2020. 94 funds tracked by Wall St. Rank hold AVO as of Q4 2023.

  • Stephens Inc reported no remaining Mission Produce position as of Q4 2023 after selling out during the quarter.
  • Stephens Inc sold 1,000 Mission Produce shares in Q4 2023, an estimated $9.68K.
  • Stephens Inc first reported a position in Mission Produce in Q4 2020 and held it in 12 quarters.
  • Stephens Inc's Mission Produce position peaked at $68K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held Mission Produce as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.