Valeo Financial Advisors’s Calavo Growers CVGW Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-34	Closed	-$3K	–	801
2021 Q1	$3K	Buy	+34	New	+$2.61K	﹤0.01%	1691
2020 Q3	–	Sell	-131	Closed	-$8K	–	1711
2020 Q2	$8K	Buy	131 +85	+185%	+$5.1K	﹤0.01%	1348
2020 Q1	$3K	Buy	46 +34	+283%	+$2.4K	﹤0.01%	1406
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1528
2019 Q3	$1K	Buy	12 +1	+9%	+$92	﹤0.01%	1444
2019 Q2	$1K	Buy	11 +3	+38%	+$280	﹤0.01%	1462
2019 Q1	$1K	Sell	8 -242	-97%	-$19.6K	﹤0.01%	1437
2018 Q4	$18K	Buy	250 +248	+12,400%	+$23.2K	﹤0.01%	733
2018 Q3	$0	Sell	2 -248	-99%	-$24.5K	﹤0.01%	1790
2018 Q2	$25K	Hold	250	–	–	﹤0.01%	695
2018 Q1	$23K	Hold	250	–	–	﹤0.01%	672
2017 Q4	$21K	Hold	250	–	–	﹤0.01%	654
2017 Q3	$18K	Buy	+250	New	+$17.7K	﹤0.01%	574

Other funds holding CVGW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's CVGW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Calavo Growers (CVGW) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CVGW in Q3 2017 and held it in 13 quarters. The position peaked at $25K in Q2 2018. 175 funds tracked by Wall St. Rank hold CVGW as of Q2 2021.

Valeo Financial Advisors reported no remaining Calavo Growers position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 34 Calavo Growers shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Calavo Growers in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Calavo Growers position peaked at $25K in Q2 2018.
175 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.