AWM
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Alterna Wealth Management’s Cal-Maine CALM Stock Holding History

Alterna Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,727
Closed -$227K – 111
2023
Q1 		$227K Buy
+3,727
New +$208K 0.28% 75

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alterna Wealth Management's CALM Position: Q2 2023 in Review

Alterna Wealth Management sold out of Cal-Maine (CALM) in Q2 2023, closing a stake of 3,727 shares — an estimated $227K sold.

Alterna Wealth Management first reported a position in CALM in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 316 funds tracked by Wall St. Rank hold CALM as of Q2 2023.

  • Alterna Wealth Management reported no remaining Cal-Maine position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 3,727 Cal-Maine shares in Q2 2023, an estimated $227K.
  • Alterna Wealth Management first reported a position in Cal-Maine in Q1 2023 and held it in 1 quarter.
  • Alterna Wealth Management's Cal-Maine position peaked at $227K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.