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Bell Investment Advisors’s Calix CALX Stock Holding History

Bell Investment Advisors’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 		– Sell
-80
Closed -$4.24K – 1867
2025
Q4 		$4.24K Buy
+80
New +$4.66K ﹤0.01% 1039
2024
Q4 		– Sell
-11
Closed -$427 – 1910
2024
Q3 		$427 Hold
11
– – ﹤0.01% 1813
2024
Q2 		$390 Sell
11
-15
-58% -$483 ﹤0.01% 1874
2024
Q1 		$863 Hold
26
– – ﹤0.01% 1643
2023
Q4 		$1.14K Sell
26
-4
-13% -$160 ﹤0.01% 1551
2023
Q3 		$1.38K Buy
30
+5
+20% +$226 ﹤0.01% 1450
2023
Q2 		$1.25K Sell
25
-1
-4% -$48 ﹤0.01% 1521
2023
Q1 		$1.39K Sell
26
-7
-21% -$382 ﹤0.01% 1429
2022
Q4 		$2.26K Buy
33
+7
+27% +$470 ﹤0.01% 1223
2022
Q3 		$2K Buy
26
+11
+73% +$588 ﹤0.01% 1061
2022
Q2 		$1K Buy
+15
New +$557 ﹤0.01% 1355

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