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Amalgamated Financial’s Calix CALX Stock Holding History

Amalgamated 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
2022
Q1 		$1.58M Buy
+36,916
New +$1.87M 0.01% 994

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amalgamated Financial's CALX Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Calix (CALX) in Q1 2022: 36,916 shares worth $1.58M. The stake represents 0.01% of the portfolio and ranks #994 among its holdings.

230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • Amalgamated Financial held 36,916 shares of Calix worth $1.58M as of Q1 2022.
  • Calix was a new Amalgamated Financial position in Q1 2022.
  • Calix made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #994 holding.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.