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Wealthcare Capital Management’s Cavco Industries CVCO Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-15
Closed -$3K – 206
2021
Q1 		$3K Buy
+15
New +$3.13K ﹤0.01% 472

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Wealthcare Capital Management's CVCO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Cavco Industries (CVCO) in Q2 2021, closing a stake of 15 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CVCO in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 187 funds tracked by Wall St. Rank hold CVCO as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Cavco Industries position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 15 Cavco Industries shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Cavco Industries in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Cavco Industries position peaked at $3K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.