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Tyler-Stone Wealth Management’s Cavco Industries CVCO Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q2 		– Sell
-30
Closed -$12K – 989
2024
Q1 		$12K Hold
30
– – 0.01% 626
2023
Q4 		$10.4K Hold
30
– – 0.01% 630
2023
Q3 		$8K Buy
+30
New +$8.41K ﹤0.01% 643

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Tyler-Stone Wealth Management's CVCO Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Cavco Industries (CVCO) in Q2 2024, closing a stake of 30 shares — an estimated $12K sold.

Tyler-Stone Wealth Management first reported a position in CVCO in Q3 2023 and held it in 3 quarters. The position peaked at $12K in Q1 2024. 271 funds tracked by Wall St. Rank hold CVCO as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining Cavco Industries position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 30 Cavco Industries shares in Q2 2024, an estimated $12K.
  • Tyler-Stone Wealth Management first reported a position in Cavco Industries in Q3 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Cavco Industries position peaked at $12K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.