WCM
CVGW

WealthBridge Capital Management’s Calavo Growers CVGW Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-133
Closed -$13K – 273
2019
Q1 		$13K Buy
133
+3
+2% +$243 0.01% 513
2018
Q4 		$9K Buy
+130
New +$12.1K 0.01% 533

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WealthBridge Capital Management's CVGW Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Calavo Growers (CVGW) in Q2 2019, closing a stake of 133 shares — an estimated $13K sold.

WealthBridge Capital Management first reported a position in CVGW in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 217 funds tracked by Wall St. Rank hold CVGW as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Calavo Growers position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 133 Calavo Growers shares in Q2 2019, an estimated $13K.
  • WealthBridge Capital Management first reported a position in Calavo Growers in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Calavo Growers position peaked at $13K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.