American Portfolios Advisors’s Calix CALX Stock Holding History

American Portfolios 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 Q3	$6.66K	Hold	109	–	–	﹤0.01%	2706
2022 Q2	$3.72K	Hold	109	–	–	﹤0.01%	2947
2022 Q1	$4.68K	Hold	109	–	–	﹤0.01%	2968
2021 Q4	$8.72K	Hold	109	–	–	﹤0.01%	2675
2021 Q3	$5.39K	Hold	109	–	–	﹤0.01%	2821
2021 Q2	$5.18K	Hold	109	–	–	﹤0.01%	2795
2021 Q1	$3.78K	Hold	109	–	–	﹤0.01%	2802
2020 Q4	$3.24K	Hold	109	–	–	﹤0.01%	2572
2020 Q3	$1.94K	Hold	109	–	–	﹤0.01%	2630
2020 Q2	$1.62K	Hold	109	–	–	﹤0.01%	2601
2020 Q1	$772	Hold	109	–	–	﹤0.01%	2609
2019 Q4	$872	Hold	109	–	–	﹤0.01%	2704
2019 Q3	$697	Hold	109	–	–	﹤0.01%	2687
2019 Q2	$715	Hold	109	–	–	﹤0.01%	2620
2019 Q1	$839	Hold	109	–	–	﹤0.01%	2492
2018 Q4	$1.06K	Buy	+109	New	+$948	﹤0.01%	2250
2018 Q3	–	Sell	-156	Closed	-$1.22K	–	2421
2018 Q2	$1.22K	Hold	156	–	–	﹤0.01%	2250
2018 Q1	$1.07K	Hold	156	–	–	﹤0.01%	2188
2017 Q4	$928	Buy	+156	New	+$944	﹤0.01%	2163

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

GGHC

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

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

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

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

American Portfolios Advisors's CALX Position: Q3 2022 in Review

American Portfolios Advisors held its Calix (CALX) position steady in Q3 2022 at 109 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

American Portfolios Advisors first reported a position in CALX in Q4 2017 and has held it in 19 quarters since. The position peaked at $8.72K in Q4 2021. 231 funds tracked by Wall St. Rank hold CALX as of Q3 2022.

American Portfolios Advisors held 109 shares of Calix worth $6.66K as of Q3 2022.
American Portfolios Advisors left its Calix share count unchanged in Q3 2022.
Calix made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2706 holding.
American Portfolios Advisors first reported a position in Calix in Q4 2017 and has held it in 19 quarters since.
American Portfolios Advisors's Calix position peaked at $8.72K in Q4 2021.
231 funds tracked by Wall St. Rank held Calix as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.