WFA
CVGW

Wipfli Financial Advisors’s Calavo Growers CVGW Stock Holding History

Wipfli 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
2022
Q3 		$1K Buy
+32
New +$1.28K ﹤0.01% 2393

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's CVGW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Calavo Growers (CVGW) in Q3 2022: 32 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2393 among its holdings.

159 funds tracked by Wall St. Rank hold CVGW as of Q3 2022.

  • Wipfli Financial Advisors held 32 shares of Calavo Growers worth $1K as of Q3 2022.
  • Calavo Growers was a new Wipfli Financial Advisors position in Q3 2022.
  • Calavo Growers made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2393 holding.
  • 159 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.