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Concord Wealth Partners’s Cal-Maine CALM Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-200
Closed -$11.8K – 852
2024
Q1 		$11.8K Hold
200
– – ﹤0.01% 558
2023
Q4 		$11.5K Hold
200
– – ﹤0.01% 551
2023
Q3 		$9.68K Hold
200
– – ﹤0.01% 624
2023
Q2 		$9K Hold
200
– – ﹤0.01% 620
2023
Q1 		$12.2K Hold
200
– – ﹤0.01% 564
2022
Q4 		$10.9K Buy
+200
New +$11.6K ﹤0.01% 624
2022
Q3 		– Sell
-200
Closed -$10K – 296
2022
Q2 		$10K Hold
200
– – ﹤0.01% 682
2022
Q1 		$11K Hold
200
– – ﹤0.01% 749
2021
Q4 		$7K Buy
+200
New +$7.24K ﹤0.01% 856
2021
Q3 		– Sell
-200
Closed -$7K – 924
2021
Q2 		$7K Hold
200
– – ﹤0.01% 680
2021
Q1 		$8K Hold
200
– – ﹤0.01% 605
2020
Q4 		$8K Buy
+200
New +$7.7K 0.01% 373

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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return