AssetMark Inc
CALX icon

AssetMark Inc’s Calix CALX Stock Holding History

AssetMark Inc’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
2026
Q1 		$125K Buy
2,560
+2,502
+4,314% +$131K ﹤0.01% 1470
2025
Q4 		$3.07K Hold
58
– – ﹤0.01% 2637
2025
Q3 		$3.56K Buy
58
+51
+729% +$2.94K ﹤0.01% 2445
2025
Q2 		$372 Buy
7
+2
+40% +$86 ﹤0.01% 2790
2025
Q1 		$177 Sell
5
-218
-98% -$8.09K ﹤0.01% 2535
2024
Q4 		$7.78K Sell
223
-3,158
-93% -$111K ﹤0.01% 1841
2024
Q3 		$131K Buy
3,381
+485
+17% +$17.8K ﹤0.01% 1105
2024
Q2 		$103K Buy
2,896
+717
+33% +$23.1K ﹤0.01% 1106
2024
Q1 		$72.3K Sell
2,179
-54
-2% -$2.01K ﹤0.01% 1095
2023
Q4 		$97.6K Buy
2,233
+655
+42% +$26.2K ﹤0.01% 1041
2023
Q3 		$72.3K Buy
1,578
+382
+32% +$17.3K ﹤0.01% 1026
2023
Q2 		$59.7K Buy
1,196
+373
+45% +$18K ﹤0.01% 1032
2023
Q1 		$44.1K Buy
823
+257
+45% +$14K ﹤0.01% 1058
2022
Q4 		$38.7K Buy
566
+150
+36% +$10.1K ﹤0.01% 1096
2022
Q3 		$25K Sell
416
-85
-17% -$4.54K ﹤0.01% 1089
2022
Q2 		$17K Buy
+501
New +$18.6K ﹤0.01% 1145

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return