Stratos Wealth Partners’s Cavco Industries CVCO Stock Holding History

Stratos Wealth Partners’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
2024 Q2	–	Sell	-527	Closed	-$210K	–	1392
2024 Q1	$210K	Sell	527 -1,078	-67%	-$382K	﹤0.01%	1271
2023 Q4	$556K	Sell	1,605 -2,533	-61%	-$722K	0.01%	834
2023 Q3	$1.1M	Sell	4,138 -2,326	-36%	-$652K	0.02%	539
2023 Q2	$1.91M	Buy	6,464 +1,585	+32%	+$456K	0.04%	363
2023 Q1	$1.55M	Buy	+4,879	New	+$1.35M	0.04%	373
2018 Q4	–	Sell	-13	Closed	-$3K	–	1145
2018 Q3	$3K	Buy	+13	New	+$3.01K	﹤0.01%	2597

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Stratos Wealth Partners's CVCO Position: Q2 2024 in Review

Stratos Wealth Partners sold out of Cavco Industries (CVCO) in Q2 2024, closing a stake of 527 shares — an estimated $210K sold.

Stratos Wealth Partners first reported a position in CVCO in Q3 2018 and held it in 6 quarters. The position peaked at $1.91M in Q2 2023. 271 funds tracked by Wall St. Rank hold CVCO as of Q2 2024.

Stratos Wealth Partners reported no remaining Cavco Industries position as of Q2 2024 after selling out during the quarter.
Stratos Wealth Partners sold 527 Cavco Industries shares in Q2 2024, an estimated $210K.
Stratos Wealth Partners first reported a position in Cavco Industries in Q3 2018 and held it in 6 quarters.
Stratos Wealth Partners's Cavco Industries position peaked at $1.91M in Q2 2023.
271 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.