WR Wealth Planners’s Cal-Maine CALM Stock Holding History

WR Wealth Planners’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 Q3	–	Sell	-5	Closed	-$306	–	1152
2024 Q2	$306	Hold	5	–	–	﹤0.01%	1082
2024 Q1	$294	Buy	+5	New	+$285	﹤0.01%	1114

Other funds holding CALM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WR Wealth Planners's CALM Position: Q3 2024 in Review

WR Wealth Planners sold out of Cal-Maine (CALM) in Q3 2024, closing a stake of 5 shares — an estimated $306 sold.

WR Wealth Planners first reported a position in CALM in Q1 2024 and held it in 2 quarters. The position peaked at $306 in Q2 2024. 353 funds tracked by Wall St. Rank hold CALM as of Q3 2024.

WR Wealth Planners reported no remaining Cal-Maine position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 5 Cal-Maine shares in Q3 2024, an estimated $306.
WR Wealth Planners first reported a position in Cal-Maine in Q1 2024 and held it in 2 quarters.
WR Wealth Planners's Cal-Maine position peaked at $306 in Q2 2024.
353 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.