TWA
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TCI Wealth Advisors’s Cal-Maine CALM Stock Holding History

TCI 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
Q2 		– Sell
-171
Closed -$10.4K – 518
2023
Q1 		$10.4K Hold
171
– – ﹤0.01% 1067
2022
Q4 		$9.31K Sell
171
-1
-0.6% -$58 ﹤0.01% 1118
2022
Q3 		$10K Buy
172
+4
+2% +$219 ﹤0.01% 991
2022
Q2 		$8K Hold
168
– – ﹤0.01% 1134
2022
Q1 		$9K Hold
168
– – ﹤0.01% 1141
2021
Q4 		$6K Buy
168
+26
+18% +$942 ﹤0.01% 1507
2021
Q3 		$5K Buy
+142
New +$5.06K ﹤0.01% 1557
2021
Q2 		– Sell
-51
Closed -$2K – 2329
2021
Q1 		$2K Buy
+51
New +$2K ﹤0.01% 1687

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
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
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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's CALM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cal-Maine (CALM) in Q2 2023, closing a stake of 171 shares — an estimated $10.4K sold.

TCI Wealth Advisors first reported a position in CALM in Q1 2021 and held it in 8 quarters. The position peaked at $10.4K in Q1 2023. 316 funds tracked by Wall St. Rank hold CALM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Cal-Maine position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 171 Cal-Maine shares in Q2 2023, an estimated $10.4K.
  • TCI Wealth Advisors first reported a position in Cal-Maine in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Cal-Maine position peaked at $10.4K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.