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

TFO 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
2024
Q2 		– Sell
-2
Closed -$118 – 168
2024
Q1 		$118 Hold
2
– – ﹤0.01% 603
2023
Q4 		$115 Hold
2
– – ﹤0.01% 774
2023
Q3 		$90 Hold
2
– – ﹤0.01% 985
2023
Q2 		$90 Hold
2
– – ﹤0.01% 682
2023
Q1 		$122 Sell
2
-24
-92% -$1.34K ﹤0.01% 600
2022
Q4 		$4.18K Buy
+26
New +$1.5K ﹤0.01% 186

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

TFO Wealth Partners's CALM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cal-Maine (CALM) in Q2 2024, closing a stake of 2 shares — an estimated $118 sold.

TFO Wealth Partners first reported a position in CALM in Q4 2022 and held it in 6 quarters. The position peaked at $4.18K in Q4 2022. 329 funds tracked by Wall St. Rank hold CALM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cal-Maine position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Cal-Maine shares in Q2 2024, an estimated $118.
  • TFO Wealth Partners first reported a position in Cal-Maine in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cal-Maine position peaked at $4.18K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.