CWA
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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 $6.73T AUM 46.02% 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 $39.3B AUM 27.96% 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 $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Canvas Wealth Advisors's CALM Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Cal-Maine (CALM) in Q1 2024, closing a stake of 8,455 shares — an estimated $464K sold.

Canvas Wealth Advisors first reported a position in CALM in Q1 2021 and held it in 11 quarters. The position peaked at $1.38M in Q1 2022. 324 funds tracked by Wall St. Rank hold CALM as of Q1 2024.

  • Canvas Wealth Advisors reported no remaining Cal-Maine position as of Q1 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 8,455 Cal-Maine shares in Q1 2024, an estimated $464K.
  • Canvas Wealth Advisors first reported a position in Cal-Maine in Q1 2021 and held it in 11 quarters.
  • Canvas Wealth Advisors's Cal-Maine position peaked at $1.38M in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.