AAS
CALM icon

Avantax Advisory Services’s Cal-Maine CALM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$697K Sell
6,996
-242
-3% -$23.1K ﹤0.01% 1385
2025
Q1 		$658K Buy
7,238
+490
+7% +$48.4K ﹤0.01% 1340
2024
Q4 		$695K Sell
6,748
-101
-1% -$9.53K ﹤0.01% 1240
2024
Q3 		$513K Buy
6,849
+102
+2% +$7.06K ﹤0.01% 1392
2024
Q2 		$412K Buy
6,747
+135
+2% +$8.01K ﹤0.01% 1489
2024
Q1 		$389K Sell
6,612
-84
-1% -$4.78K ﹤0.01% 1163
2023
Q4 		$384K Sell
6,696
-1,665
-20% -$82.3K ﹤0.01% 1111
2023
Q3 		$405K Sell
8,361
-701
-8% -$32.6K ﹤0.01% 1042
2023
Q2 		$408K Sell
9,062
-1,032
-10% -$51.2K ﹤0.01% 1026
2023
Q1 		$615K Buy
10,094
+3,945
+64% +$220K 0.01% 825
2022
Q4 		$335K Buy
6,149
+1
+0% +$58 ﹤0.01% 1047
2022
Q3 		$342K Hold
6,148
– – 0.01% 937
2022
Q2 		$304K Buy
6,148
+3
+0% +$152 ﹤0.01% 997
2022
Q1 		$339K Buy
6,145
+23
+0.4% +$1K ﹤0.01% 950
2021
Q4 		$226K Sell
6,122
-287
-4% -$10.4K ﹤0.01% 1112
2021
Q3 		$232K Hold
6,409
– – ﹤0.01% 1036
2021
Q2 		$233K Buy
6,409
+1,023
+19% +$38.3K ﹤0.01% 1005
2021
Q1 		$208K Sell
5,386
-1,019
-16% -$40K ﹤0.01% 950
2020
Q4 		$241K Hold
6,405
– – 0.01% 817
2020
Q3 		$247K Sell
6,405
-13
-0.2% -$550 ﹤0.01% 1118
2020
Q2 		$286K Buy
6,418
+13
+0.2% +$553 0.01% 656
2020
Q1 		$283K Hold
6,405
– – 0.01% 598
2019
Q4 		$274K Hold
6,405
– – 0.01% 658
2019
Q3 		$256K Sell
6,405
-1
-0% -$42 0.01% 472
2019
Q2 		$267K Buy
6,406
+40
+0.6% +$1.65K 0.01% 420
2019
Q1 		$284K Buy
6,366
+22
+0.3% +$958 0.02% 371
2018
Q4 		$269K Buy
+6,344
New +$294K 0.05% 315

Other funds holding CALM

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Avantax Advisory Services's CALM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cal-Maine (CALM) stake by 3.3% in Q2 2025, selling an estimated $23.1K and leaving 6,996 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Avantax Advisory Services first reported a position in CALM in Q4 2018 and has held it in 27 quarters since. 448 funds tracked by Wall St. Rank hold CALM as of Q2 2025.

  • Avantax Advisory Services held 6,996 shares of Cal-Maine worth $697K as of Q2 2025.
  • Avantax Advisory Services sold 242 Cal-Maine shares in Q2 2025, an estimated $23.1K.
  • Cal-Maine made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1385 holding.
  • Avantax Advisory Services first reported a position in Cal-Maine in Q4 2018 and has held it in 27 quarters since.
  • 448 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.