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Advisornet Financial’s Calix CALX Stock Holding History

Advisornet Financial’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$1.59K – 2007
2024
Q3 		$1.59K Hold
41
– – ﹤0.01% 1820
2024
Q2 		$1.45K Buy
+41
New +$1.32K ﹤0.01% 1704
2024
Q1 		– Sell
-8
Closed -$350 – 2107
2023
Q4 		$350 Sell
8
-1
-11% -$40 ﹤0.01% 2194
2023
Q3 		$413 Buy
9
+2
+29% +$91 ﹤0.01% 2021
2023
Q2 		$349 Buy
+7
New +$337 ﹤0.01% 2125
2023
Q1 		– Sell
-10
Closed -$684 – 2406
2022
Q4 		$684 Buy
+10
New +$672 ﹤0.01% 1946

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Advisornet Financial's CALX Position: Q4 2024 in Review

Advisornet Financial sold out of Calix (CALX) in Q4 2024, closing a stake of 41 shares — an estimated $1.59K sold.

Advisornet Financial first reported a position in CALX in Q4 2022 and held it in 6 quarters. The position peaked at $1.59K in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Advisornet Financial reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 41 Calix shares in Q4 2024, an estimated $1.59K.
  • Advisornet Financial first reported a position in Calix in Q4 2022 and held it in 6 quarters.
  • Advisornet Financial's Calix position peaked at $1.59K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.