CWA
CALM icon

Canvas Wealth Advisors’s Cal-Maine CALM Stock Holding History

Canvas 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
2024
Q1 		– Sell
-8,455
Closed -$464K – 150
2023
Q4 		$464K Sell
8,455
-2,080
-20% -$103K 0.17% 74
2023
Q3 		$483K Buy
10,535
+4,443
+73% +$206K 0.2% 66
2023
Q2 		$275K Buy
+6,092
New +$303K 0.1% 110
2023
Q1 		– Sell
-4,202
Closed -$233K – 140
2022
Q4 		$233K Sell
4,202
-9
-0.2% -$520 0.1% 129
2022
Q3 		$247K Sell
4,211
-21,380
-84% -$1.17M 0.11% 108
2022
Q2 		$1.26M Buy
25,591
+244
+1% +$12.4K 0.51% 47
2022
Q1 		$1.38M Sell
25,347
-2,669
-10% -$116K 0.5% 52
2021
Q4 		$1.04M Buy
28,016
+321
+1% +$11.6K 0.37% 61
2021
Q3 		$1M Sell
27,695
-136
-0.5% -$4.85K 0.41% 54
2021
Q2 		$1.01M Buy
27,831
+1,623
+6% +$60.8K 0.45% 51
2021
Q1 		$1.05M Buy
+26,208
New +$1.03M 0.61% 48

Other funds holding CALM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return