TWM
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Tradition Wealth Management’s Cal-Maine CALM Stock Holding History

Tradition 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
2023
Q4 		– Sell
-81
Closed -$4K – 1279
2023
Q3 		$4K Hold
81
– – ﹤0.01% 1217
2023
Q2 		$4K Buy
+81
New +$4.02K ﹤0.01% 1249

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tradition Wealth Management's CALM Position: Q4 2023 in Review

Tradition Wealth Management sold out of Cal-Maine (CALM) in Q4 2023, closing a stake of 81 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in CALM in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 315 funds tracked by Wall St. Rank hold CALM as of Q4 2023.

  • Tradition Wealth Management reported no remaining Cal-Maine position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 81 Cal-Maine shares in Q4 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Cal-Maine in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Cal-Maine position peaked at $4K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.