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

Avior 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
2025
Q1 		– Sell
-101
Closed -$10.4K – 977
2024
Q4 		$10.4K Buy
101
+53
+110% +$5K ﹤0.01% 1607
2024
Q3 		$3.59K Hold
48
– – ﹤0.01% 1874
2024
Q2 		$2.93K Sell
48
-7
-13% -$415 ﹤0.01% 1871
2024
Q1 		$3.24K Buy
+55
New +$3.13K ﹤0.01% 2184
2023
Q3 		– Sell
-101
Closed -$4.54K – 1604
2023
Q2 		$4.54K Hold
101
– – ﹤0.01% 1193
2023
Q1 		$6.15K Buy
+101
New +$5.63K ﹤0.01% 1146

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Avior Wealth Management's CALM Position: Q1 2025 in Review

Avior Wealth Management sold out of Cal-Maine (CALM) in Q1 2025, closing a stake of 101 shares — an estimated $10.4K sold.

Avior Wealth Management first reported a position in CALM in Q1 2023 and held it in 6 quarters. The position peaked at $10.4K in Q4 2024. 420 funds tracked by Wall St. Rank hold CALM as of Q1 2025.

  • Avior Wealth Management reported no remaining Cal-Maine position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 101 Cal-Maine shares in Q1 2025, an estimated $10.4K.
  • Avior Wealth Management first reported a position in Cal-Maine in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Cal-Maine position peaked at $10.4K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.