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Alliance Wealth Advisors (Utah)’s Calix CALX Stock Holding History

Alliance Wealth Advisors (Utah)’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
-12,189
Closed -$473K – 260
2024
Q3 		$473K Buy
12,189
+1,160
+11% +$42.6K 0.12% 158
2024
Q2 		$391K Buy
11,029
+949
+9% +$30.6K 0.11% 168
2024
Q1 		$334K Buy
10,080
+1,300
+15% +$48.4K 0.1% 188
2023
Q4 		$384K Buy
8,780
+375
+4% +$15K 0.13% 167
2023
Q3 		$385K Buy
8,405
+3,348
+66% +$152K 0.14% 150
2023
Q2 		$252K Buy
+5,057
New +$244K 0.09% 199

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

Alliance Wealth Advisors (Utah)'s CALX Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Calix (CALX) in Q4 2024, closing a stake of 12,189 shares — an estimated $473K sold.

Alliance Wealth Advisors (Utah) first reported a position in CALX in Q2 2023 and held it in 6 quarters. The position peaked at $473K in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 12,189 Calix shares in Q4 2024, an estimated $473K.
  • Alliance Wealth Advisors (Utah) first reported a position in Calix in Q2 2023 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s Calix position peaked at $473K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.