TWP
CVCO icon

TFO Wealth Partners’s Cavco Industries CVCO Stock Holding History

TFO 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
2023
Q1 		– Sell
-3
Closed -$122 – 854
2022
Q4 		$122 Buy
+3
New +$666 ﹤0.01% 728

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

TFO Wealth Partners's CVCO Position: Q1 2023 in Review

TFO Wealth Partners sold out of Cavco Industries (CVCO) in Q1 2023, closing a stake of 3 shares — an estimated $122 sold.

TFO Wealth Partners first reported a position in CVCO in Q4 2022 and held it in 1 quarter. The position peaked at $122 in Q4 2022. 259 funds tracked by Wall St. Rank hold CVCO as of Q1 2023.

  • TFO Wealth Partners reported no remaining Cavco Industries position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cavco Industries shares in Q1 2023, an estimated $122.
  • TFO Wealth Partners first reported a position in Cavco Industries in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Cavco Industries position peaked at $122 in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.