AWM
CALX icon

Avior Wealth Management’s Calix CALX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-492
Closed -$17.2K – 978
2024
Q4 		$17.2K Sell
492
-694
-59% -$24.4K ﹤0.01% 1452
2024
Q3 		$46K Buy
1,186
+1,078
+998% +$39.6K ﹤0.01% 1147
2024
Q2 		$3.83K Sell
108
-704
-87% -$22.7K ﹤0.01% 1803
2024
Q1 		$26.9K Buy
+812
New +$30.3K ﹤0.01% 1478

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's CALX Position: Q1 2025 in Review

Avior Wealth Management sold out of Calix (CALX) in Q1 2025, closing a stake of 492 shares — an estimated $17.2K sold.

Avior Wealth Management first reported a position in CALX in Q1 2024 and held it in 4 quarters. The position peaked at $46K in Q3 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Avior Wealth Management reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 492 Calix shares in Q1 2025, an estimated $17.2K.
  • Avior Wealth Management first reported a position in Calix in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Calix position peaked at $46K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.