BTWM
CALX icon

Baker Tilly Wealth Management’s Calix CALX Stock Holding History

Baker Tilly 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
2023
Q4 		– Sell
-4,394
Closed -$201K – 468
2023
Q3 		$201K Buy
+4,394
New +$199K 0.03% 437

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baker Tilly Wealth Management's CALX Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Calix (CALX) in Q4 2023, closing a stake of 4,394 shares — an estimated $201K sold.

Baker Tilly Wealth Management first reported a position in CALX in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,394 Calix shares in Q4 2023, an estimated $201K.
  • Baker Tilly Wealth Management first reported a position in Calix in Q3 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Calix position peaked at $201K in Q3 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.