SWA
CVGW

Sutton Wealth Advisors’s Calavo Growers CVGW Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-232
Closed -$6.82K – 995
2022
Q4 		$6.82K Buy
232
+229
+7,633% +$7.67K ﹤0.01% 1050
2022
Q3 		$95 Hold
3
– – ﹤0.01% 1607
2022
Q2 		$125 Sell
3
-437
-99% -$15.8K ﹤0.01% 1601
2022
Q1 		$16K Sell
440
-6
-1% -$244 0.01% 790
2021
Q4 		$18.9K Buy
+446
New +$18.3K 0.01% 718
2021
Q3 		– Sell
-190
Closed -$12.1K – 1321
2021
Q2 		$12.1K Hold
190
– – ﹤0.01% 854
2021
Q1 		$14.8K Hold
190
– – 0.01% 763
2020
Q4 		$13.2K Hold
190
– – 0.01% 735
2020
Q3 		$12.6K Hold
190
– – 0.01% 678
2020
Q2 		$12K Hold
190
– – 0.01% 663
2020
Q1 		$11K Sell
190
-121
-39% -$8.54K 0.01% 630
2019
Q4 		$28.2K Hold
311
– – 0.01% 479
2019
Q3 		$29.6K Hold
311
– – 0.02% 452
2019
Q2 		$30.1K Buy
311
+109
+54% +$10.2K 0.02% 454
2019
Q1 		$16.9K Hold
202
– – 0.01% 634
2018
Q4 		$14.7K Hold
202
– – 0.01% 627
2018
Q3 		$19.5K Hold
202
– – 0.01% 600
2018
Q2 		$19.4K Hold
202
– – 0.01% 599
2018
Q1 		$18.6K Hold
202
– – 0.01% 598
2017
Q4 		$17K Hold
202
– – 0.01% 605
2017
Q3 		$14.8K Hold
202
– – 0.01% 644
2017
Q2 		$13.9K Buy
202
+12
+6% +$808 0.01% 659
2017
Q1 		$11.5K Hold
190
– – 0.01% 676
2016
Q4 		$11.7K Hold
190
– – 0.01% 651
2016
Q3 		$12.4K Hold
190
– – 0.01% 605
2016
Q2 		$12.7K Hold
190
– – 0.01% 569
2016
Q1 		$10.8K Buy
+190
New +$9.85K 0.01% 587

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Calavo Growers (CVGW) in Q1 2023, closing a stake of 232 shares — an estimated $6.82K sold.

Sutton Wealth Advisors first reported a position in CVGW in Q1 2016 and held it in 27 quarters. The position peaked at $30.1K in Q2 2019. 149 funds tracked by Wall St. Rank hold CVGW as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Calavo Growers position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 232 Calavo Growers shares in Q1 2023, an estimated $6.82K.
  • Sutton Wealth Advisors first reported a position in Calavo Growers in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Calavo Growers position peaked at $30.1K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2023.

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