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

IBEX 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
2025 Q3	–	Sell	-4,735	Closed	-$472K	–	206
2025 Q2	$472K	Buy	+4,735	New	+$453K	0.05%	151

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's CALM Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Cal-Maine (CALM) in Q3 2025, closing a stake of 4,735 shares — an estimated $472K sold.

IBEX Wealth Advisors first reported a position in CALM in Q2 2025 and held it in 1 quarter. The position peaked at $472K in Q2 2025. 464 funds tracked by Wall St. Rank hold CALM as of Q3 2025.

IBEX Wealth Advisors reported no remaining Cal-Maine position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 4,735 Cal-Maine shares in Q3 2025, an estimated $472K.
IBEX Wealth Advisors first reported a position in Cal-Maine in Q2 2025 and held it in 1 quarter.
IBEX Wealth Advisors's Cal-Maine position peaked at $472K in Q2 2025.
464 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.