WAP
CVGW

Wealthcare Advisory Partners’s Calavo Growers CVGW Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-35
Closed -$2K – 523
2020
Q1 		$2K Hold
35
– – ﹤0.01% 1274
2019
Q4 		$3K Hold
35
– – ﹤0.01% 1188
2019
Q3 		$3K Buy
+35
New +$3.21K ﹤0.01% 1139

Other funds holding CVGW

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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's CVGW Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Calavo Growers (CVGW) in Q2 2020, closing a stake of 35 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in CVGW in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 200 funds tracked by Wall St. Rank hold CVGW as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Calavo Growers position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 35 Calavo Growers shares in Q2 2020, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Calavo Growers in Q3 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Calavo Growers position peaked at $3K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.