BWA
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BDO Wealth Advisors’s Cal-Maine CALM Stock Holding History

BDO Wealth Advisors’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
2020
Q4 		– Sell
-113
Closed -$4K – 928
2020
Q3 		$4K Sell
113
-40
-26% -$1.69K ﹤0.01% 575
2020
Q2 		$7K Hold
153
– – ﹤0.01% 529
2020
Q1 		$7K Hold
153
– – ﹤0.01% 573
2019
Q4 		$7K Sell
153
-50
-25% -$2.08K ﹤0.01% 453
2019
Q3 		$8K Hold
203
– – ﹤0.01% 466
2019
Q2 		$8K Buy
203
+1
+0.5% +$41 ﹤0.01% 457
2019
Q1 		$9K Buy
202
+1
+0.5% +$44 ﹤0.01% 433
2018
Q4 		$9K Sell
201
-25
-11% -$1.16K ﹤0.01% 417
2018
Q3 		$11K Buy
226
+2
+0.9% +$96 ﹤0.01% 445
2018
Q2 		$10K Sell
224
-2
-0.9% -$97 ﹤0.01% 454
2018
Q1 		$10K Buy
+226
New +$9.8K ﹤0.01% 392
2017
Q3 		– Sell
-226
Closed -$9K – 450
2017
Q2 		$9K Buy
+226
New +$8.66K ﹤0.01% 383

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

BDO Wealth Advisors's CALM Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Cal-Maine (CALM) in Q4 2020, closing a stake of 113 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in CALM in Q2 2017 and held it in 12 quarters. The position peaked at $11K in Q3 2018. 205 funds tracked by Wall St. Rank hold CALM as of Q4 2020.

  • BDO Wealth Advisors reported no remaining Cal-Maine position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 113 Cal-Maine shares in Q4 2020, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Cal-Maine in Q2 2017 and held it in 12 quarters.
  • BDO Wealth Advisors's Cal-Maine position peaked at $11K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.