Ameritas Advisory Services’s Calix CALX Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-112	Closed	-$5.44K	–	833
2023 Q1	$5.44K	Buy	+112	New	+$6.11K	﹤0.01%	2132

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ameritas Advisory Services's CALX Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Calix (CALX) in Q2 2023, closing a stake of 112 shares — an estimated $5.44K sold.

Ameritas Advisory Services first reported a position in CALX in Q1 2023 and held it in 1 quarter. The position peaked at $5.44K in Q1 2023. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

Ameritas Advisory Services reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 112 Calix shares in Q2 2023, an estimated $5.44K.
Ameritas Advisory Services first reported a position in Calix in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Calix position peaked at $5.44K in Q1 2023.
267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.