SVB Wealth’s Mission Produce AVO Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-25	Closed	-$262	–	585
2025 Q1	$262	Buy	+25	New	+$291	﹤0.01%	1457

Other funds holding AVO

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

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

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

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

WLC

Walnut Level Capital Denver, Colorado $118M AUM 59.12% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's AVO Position: Q2 2025 in Review

SVB Wealth sold out of Mission Produce (AVO) in Q2 2025, closing a stake of 25 shares — an estimated $262 sold.

SVB Wealth first reported a position in AVO in Q1 2025 and held it in 1 quarter. The position peaked at $262 in Q1 2025. 137 funds tracked by Wall St. Rank hold AVO as of Q2 2025.

SVB Wealth reported no remaining Mission Produce position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 25 Mission Produce shares in Q2 2025, an estimated $262.
SVB Wealth first reported a position in Mission Produce in Q1 2025 and held it in 1 quarter.
SVB Wealth's Mission Produce position peaked at $262 in Q1 2025.
137 funds tracked by Wall St. Rank held Mission Produce as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.