BWP
CALX icon

Baldwin Wealth Partners’s Calix CALX Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-8,363
Closed -$324K – 348
2024
Q3 		$324K Buy
+8,363
New +$307K 0.02% 263

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Baldwin Wealth Partners's CALX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Calix (CALX) in Q4 2024, closing a stake of 8,363 shares — an estimated $324K sold.

Baldwin Wealth Partners first reported a position in CALX in Q3 2024 and held it in 1 quarter. The position peaked at $324K in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8,363 Calix shares in Q4 2024, an estimated $324K.
  • Baldwin Wealth Partners first reported a position in Calix in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Calix position peaked at $324K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.