Selective Wealth Management’s Cal-Maine CALM Stock Holding History

Selective 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 Q4	–	Sell	-300	Closed	-$17K	–	203
2022 Q3	$17K	Hold	300	–	–	0.01%	442
2022 Q2	$15K	Hold	300	–	–	0.01%	506
2022 Q1	$17K	Hold	300	–	–	0.01%	465
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	474
2021 Q3	$11K	Hold	300	–	–	0.01%	426
2021 Q2	$11K	Hold	300	–	–	0.01%	328
2021 Q1	$12K	Hold	300	–	–	0.01%	232
2020 Q4	$11K	Hold	300	–	–	0.01%	233
2020 Q3	$12K	Hold	300	–	–	0.01%	188
2020 Q2	$13K	Hold	300	–	–	0.01%	214
2020 Q1	$13K	Hold	300	–	–	0.02%	135
2019 Q4	$13K	Hold	300	–	–	0.02%	145
2019 Q3	$12K	Buy	+300	New	+$12.5K	0.02%	158
2018 Q3	$14K	Buy	+300	New	+$14.3K	0.17%	69

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

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

Selective Wealth Management's CALM Position: Q4 2022 in Review

Selective Wealth Management sold out of Cal-Maine (CALM) in Q4 2022, closing a stake of 300 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in CALM in Q3 2018 and held it in 14 quarters. The position peaked at $17K in Q3 2022. 313 funds tracked by Wall St. Rank hold CALM as of Q4 2022.

Selective Wealth Management reported no remaining Cal-Maine position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Cal-Maine shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in Cal-Maine in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Cal-Maine position peaked at $17K in Q3 2022.
313 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.