AAM
CALX icon

Advisors Asset Management’s Calix CALX Stock Holding History

Advisors Asset Management’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
2025
Q1 		– Sell
-203
Closed -$7.08K – 1504
2024
Q4 		$7.08K Sell
203
-473
-70% -$16.7K ﹤0.01% 1417
2024
Q3 		$26.2K Sell
676
-368
-35% -$13.5K ﹤0.01% 1365
2024
Q2 		$37K Sell
1,044
-128
-11% -$4.12K ﹤0.01% 1323
2024
Q1 		$38.9K Sell
1,172
-63
-5% -$2.35K ﹤0.01% 1312
2023
Q4 		$54K Buy
1,235
+239
+24% +$9.56K ﹤0.01% 1280
2023
Q3 		$45.7K Buy
996
+503
+102% +$22.8K ﹤0.01% 1285
2023
Q2 		$24.6K Buy
493
+328
+199% +$15.8K ﹤0.01% 1350
2023
Q1 		$8.84K Buy
165
+93
+129% +$5.07K ﹤0.01% 1421
2022
Q4 		$4.93K Buy
+72
New +$4.84K ﹤0.01% 1460

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Advisors Asset Management's CALX Position: Q1 2025 in Review

Advisors Asset Management sold out of Calix (CALX) in Q1 2025, closing a stake of 203 shares — an estimated $7.08K sold.

Advisors Asset Management first reported a position in CALX in Q4 2022 and held it in 9 quarters. The position peaked at $54K in Q4 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Advisors Asset Management reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Advisors Asset Management sold 203 Calix shares in Q1 2025, an estimated $7.08K.
  • Advisors Asset Management first reported a position in Calix in Q4 2022 and held it in 9 quarters.
  • Advisors Asset Management's Calix position peaked at $54K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.