Bank of Jackson Hole Trust’s Calix CALX Stock Holding History

Bank of Jackson Hole Trust’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	-56	Closed	-$1.95K	–	465
2024 Q4	$1.95K	Buy	+56	New	+$1.97K	﹤0.01%	482

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Jackson Hole Trust's CALX Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Calix (CALX) in Q1 2025, closing a stake of 56 shares — an estimated $1.95K sold.

Bank of Jackson Hole Trust first reported a position in CALX in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

Bank of Jackson Hole Trust reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
Bank of Jackson Hole Trust sold 56 Calix shares in Q1 2025, an estimated $1.95K.
Bank of Jackson Hole Trust first reported a position in Calix in Q4 2024 and held it in 1 quarter.
Bank of Jackson Hole Trust's Calix position peaked at $1.95K in Q4 2024.
260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.