WAM
CVGW

Wealthspire Advisors (Maryland)’s Calavo Growers CVGW Stock Holding History

Wealthspire Advisors (Maryland)’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
-33
Closed -$3K – 813
2019
Q1 		$3K Sell
33
-7
-18% -$568 ﹤0.01% 1987
2018
Q4 		$3K Hold
40
– – ﹤0.01% 1924
2018
Q3 		$4K Buy
40
+11
+38% +$1.09K ﹤0.01% 1887
2018
Q2 		$3K Hold
29
– – ﹤0.01% 1988
2018
Q1 		$3K Hold
29
– – ﹤0.01% 2001
2017
Q4 		$2K Buy
29
+27
+1,350% +$1.99K ﹤0.01% 2103
2017
Q3 		$0 Buy
+2
New +$142 ﹤0.01% 2290

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $60.9B AUM 15.24% 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 $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVGW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Calavo Growers (CVGW) in Q2 2019, closing a stake of 33 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CVGW in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 217 funds tracked by Wall St. Rank hold CVGW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Calavo Growers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 33 Calavo Growers shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Calavo Growers in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Calavo Growers position peaked at $4K in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.