SWA
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Sutton Wealth Advisors’s Cavco Industries CVCO Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-140
Closed -$31.7K – 994
2022
Q4 		$31.7K Hold
140
– – 0.01% 532
2022
Q3 		$28.8K Hold
140
– – 0.01% 538
2022
Q2 		$27.4K Buy
140
+33
+31% +$7.35K 0.01% 561
2022
Q1 		$25.8K Sell
107
-1
-0.9% -$276 0.01% 626
2021
Q4 		$34.3K Buy
108
+2
+2% +$557 0.01% 531
2021
Q3 		$25.1K Hold
106
– – 0.01% 627
2021
Q2 		$23.6K Hold
106
– – 0.01% 656
2021
Q1 		$23.9K Hold
106
– – 0.01% 620
2020
Q4 		$18.6K Hold
106
– – 0.01% 638
2020
Q3 		$19.1K Hold
106
– – 0.01% 560
2020
Q2 		$20.4K Hold
106
– – 0.01% 524
2020
Q1 		$15.4K Hold
106
– – 0.01% 543
2019
Q4 		$20.7K Hold
106
– – 0.01% 592
2019
Q3 		$20.4K Hold
106
– – 0.01% 576
2019
Q2 		$16.7K Hold
106
– – 0.01% 632
2019
Q1 		$12.5K Hold
106
– – 0.01% 729
2018
Q4 		$13.8K Hold
106
– – 0.01% 656
2018
Q3 		$26.8K Hold
106
– – 0.02% 480
2018
Q2 		$22K Hold
106
– – 0.02% 557
2018
Q1 		$18.4K Hold
106
– – 0.01% 603
2017
Q4 		$16.2K Hold
106
– – 0.01% 628
2017
Q3 		$15.6K Hold
106
– – 0.01% 624
2017
Q2 		$13.7K Buy
106
+34
+47% +$4.06K 0.01% 663
2017
Q1 		$8.38K Hold
72
– – 0.01% 755
2016
Q4 		$7.19K Hold
72
– – 0.01% 771
2016
Q3 		$7.13K Hold
72
– – 0.01% 757
2016
Q2 		$6.75K Buy
+72
New +$6.64K 0.01% 718

Other funds holding CVCO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sutton Wealth Advisors's CVCO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Cavco Industries (CVCO) in Q1 2023, closing a stake of 140 shares — an estimated $31.7K sold.

Sutton Wealth Advisors first reported a position in CVCO in Q2 2016 and held it in 27 quarters. The position peaked at $34.3K in Q4 2021. 259 funds tracked by Wall St. Rank hold CVCO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Cavco Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 140 Cavco Industries shares in Q1 2023, an estimated $31.7K.
  • Sutton Wealth Advisors first reported a position in Cavco Industries in Q2 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Cavco Industries position peaked at $34.3K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.