ALPS Advisors’s Calix CALX Stock Holding History

ALPS Advisors’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
2022 Q1	–	Sell	-7,984	Closed	-$638K	–	851
2021 Q4	$638K	Buy	7,984 +100	+1%	+$6.53K	0.01%	456
2021 Q3	$390K	Buy	+7,884	New	+$364K	﹤0.01%	583

Other funds holding CALX

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ALPS Advisors's CALX Position: Q1 2022 in Review

ALPS Advisors sold out of Calix (CALX) in Q1 2022, closing a stake of 7,984 shares — an estimated $638K sold.

ALPS Advisors first reported a position in CALX in Q3 2021 and held it in 2 quarters. The position peaked at $638K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

ALPS Advisors reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
ALPS Advisors sold 7,984 Calix shares in Q1 2022, an estimated $638K.
ALPS Advisors first reported a position in Calix in Q3 2021 and held it in 2 quarters.
ALPS Advisors's Calix position peaked at $638K in Q4 2021.
230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.