SWP
CALM icon

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

Stratos 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
2023
Q2 		– Sell
-4,371
Closed -$266K – 1197
2023
Q1 		$266K Buy
+4,371
New +$244K 0.01% 918
2018
Q4 		– Sell
-100
Closed -$5K – 1035
2018
Q3 		$5K Buy
+100
New +$4.78K ﹤0.01% 2432
2018
Q2 		– Sell
-100
Closed -$4K – 1182
2018
Q1 		$4K Sell
100
-45
-31% -$1.95K ﹤0.01% 2660
2017
Q4 		$6K Buy
+145
New +$6.46K ﹤0.01% 2317

Other funds holding CALM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return