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Lake Point Wealth Management’s Cal-Maine CALM Stock Holding History

Lake Point Wealth Management’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
2022
Q2 		$0 Hold
9
– – ﹤0.01% 451
2022
Q1 		$0 Hold
9
– – ﹤0.01% 431
2021
Q4 		$0 Hold
9
– – ﹤0.01% 444
2021
Q3 		$0 Hold
9
– – ﹤0.01% 410
2021
Q2 		$0 Buy
+9
New +$337 ﹤0.01% 416
2020
Q1 		$0 Hold
9
– – ﹤0.01% 400
2019
Q4 		$0 Buy
+9
New +$375 ﹤0.01% 609
2019
Q2 		$0 Hold
9
– – ﹤0.01% 667
2019
Q1 		$0 Hold
9
– – ﹤0.01% 696
2018
Q4 		$0 Buy
+9
New +$417 ﹤0.01% 835

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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lake Point Wealth Management's CALM Position: Q2 2022 in Review

Lake Point Wealth Management held its Cal-Maine (CALM) position steady in Q2 2022 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Lake Point Wealth Management first reported a position in CALM in Q4 2018 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold CALM as of Q2 2022.

  • Lake Point Wealth Management held 9 shares of Cal-Maine worth $0 as of Q2 2022.
  • Lake Point Wealth Management left its Cal-Maine share count unchanged in Q2 2022.
  • Cal-Maine made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #451 holding.
  • Lake Point Wealth Management first reported a position in Cal-Maine in Q4 2018 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.