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

Sutton 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
2023 Q1	–	Sell	-547	Closed	-$29.8K	–	922
2022 Q4	$29.8K	Hold	547	–	–	0.01%	554
2022 Q3	$30.4K	Hold	547	–	–	0.01%	521
2022 Q2	$27K	Buy	547 +4	+0.7%	+$203	0.01%	568
2022 Q1	$30K	Hold	543	–	–	0.01%	577
2021 Q4	$20.1K	Buy	543 +10	+2%	+$362	0.01%	697
2021 Q3	$19.3K	Sell	533 -9	-2%	-$321	0.01%	706
2021 Q2	$19.6K	Hold	542	–	–	0.01%	708
2021 Q1	$20.8K	Buy	542 +148	+38%	+$5.82K	0.01%	665
2020 Q4	$14.8K	Hold	394	–	–	0.01%	693
2020 Q3	$15.1K	Hold	394	–	–	0.01%	622
2020 Q2	$17.5K	Hold	394	–	–	0.01%	578
2020 Q1	$17.3K	Buy	394 +18	+5%	+$681	0.01%	513
2019 Q4	$16.1K	Buy	376 +5	+1%	+$208	0.01%	681
2019 Q3	$14.8K	Hold	371	–	–	0.01%	684
2019 Q2	$15.5K	Hold	371	–	–	0.01%	653
2019 Q1	$16.6K	Hold	371	–	–	0.01%	641
2018 Q4	$15.7K	Hold	371	–	–	0.01%	604
2018 Q3	$17.9K	Hold	371	–	–	0.01%	631
2018 Q2	$17K	Hold	371	–	–	0.01%	654
2018 Q1	$16.2K	Hold	371	–	–	0.01%	650
2017 Q4	$16.5K	Hold	371	–	–	0.01%	622
2017 Q3	$15.2K	Hold	371	–	–	0.01%	635
2017 Q2	$14.7K	Buy	+371	New	+$14.2K	0.01%	644
2017 Q1	–	Sell	-343	Closed	-$15.2K	–	1064
2016 Q4	$15.2K	Buy	343 +238	+227%	+$9.47K	0.01%	580
2016 Q3	$4.05K	Buy	+105	New	+$4.52K	﹤0.01%	862
2016 Q2	–	Sell	-529	Closed	-$27.5K	–	1028
2016 Q1	$27.5K	Buy	+529	New	+$26.4K	0.03%	356

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

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

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

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

Millennium Management New York $276B AUM 44.8% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sutton Wealth Advisors's CALM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Cal-Maine (CALM) in Q1 2023, closing a stake of 547 shares — an estimated $29.8K sold.

Sutton Wealth Advisors first reported a position in CALM in Q1 2016 and held it in 26 quarters. The position peaked at $30.4K in Q3 2022. 346 funds tracked by Wall St. Rank hold CALM as of Q1 2023.

Sutton Wealth Advisors reported no remaining Cal-Maine position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 547 Cal-Maine shares in Q1 2023, an estimated $29.8K.
Sutton Wealth Advisors first reported a position in Cal-Maine in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's Cal-Maine position peaked at $30.4K in Q3 2022.
346 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.