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TCI Wealth Advisors’s Cavco Industries CVCO Stock Holding History

TCI 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
Q2 		– Sell
-1
Closed -$318 – 685
2023
Q1 		$318 Buy
+1
New +$277 ﹤0.01% 2278
2022
Q4 		– Sell
-1
Closed – – 2527
2022
Q3 		$0 Buy
+1
New +$237 ﹤0.01% 2307
2022
Q2 		– Sell
-28
Closed -$7K – 2321
2022
Q1 		$7K Hold
28
– – ﹤0.01% 1306
2021
Q4 		$9K Hold
28
– – ﹤0.01% 1242
2021
Q3 		$7K Hold
28
– – ﹤0.01% 1341
2021
Q2 		$6K Buy
28
+20
+250% +$4.36K ﹤0.01% 1293
2021
Q1 		$2K Buy
+8
New +$1.67K ﹤0.01% 1709

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

TCI Wealth Advisors's CVCO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 1 share — an estimated $318 sold.

TCI Wealth Advisors first reported a position in CVCO in Q1 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Cavco Industries share in Q2 2023, an estimated $318.
  • TCI Wealth Advisors first reported a position in Cavco Industries in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Cavco Industries position peaked at $9K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.