AG
CALX icon

Aperio Group’s Calix CALX Stock Holding History

Aperio Group’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
2020
Q4 		$244K Buy
+8,190
New +$202K ﹤0.01% 2255
2019
Q3 		– Sell
-9,260
Closed -$61K – 2377
2019
Q2 		$61K Sell
9,260
-2,510
-21% -$16.9K ﹤0.01% 2494
2019
Q1 		$91K Sell
11,770
-945
-7% -$8.33K ﹤0.01% 2244
2018
Q4 		$124K Buy
12,715
+400
+3% +$3.48K ﹤0.01% 2204
2018
Q3 		$100K Sell
12,315
-384
-3% -$2.93K ﹤0.01% 2254
2018
Q2 		$99K Buy
12,699
+333
+3% +$2.35K ﹤0.01% 2227
2018
Q1 		$85K Buy
+12,366
New +$79.8K ﹤0.01% 2224

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Aperio Group's CALX Position: Q4 2020 in Review

Aperio Group opened a new position in Calix (CALX) in Q4 2020: 8,190 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Aperio Group previously reported a position in CALX as recently as Q2 2019.

Aperio Group first reported a position in CALX in Q1 2018 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold CALX as of Q4 2020.

  • Aperio Group held 8,190 shares of Calix worth $244K as of Q4 2020.
  • Calix was a new Aperio Group position in Q4 2020.
  • Calix made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2255 holding.
  • Aperio Group first reported a position in Calix in Q1 2018 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held Calix as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.