Ownership history in CVA Family Office, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which CVA Family Office, LLC reported a position in GLOBAL X FDS (CLOU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CVA Family Office, LLC underperformed the S&P 500 by β12.6% annually on this CLOU position. Timing score: 14% (1/7 decisions correct). Average cost basis: $27.57. Maximum drawdown during holding period: β43.1%.
β Significantly underperformed the S&P 500 by 12.6% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $22.66 (2023 Q4) Β· Worst: $28.06 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 4 trims. Bought during 0 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size