BCA
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Berman Capital Advisors’s Calix CALX Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
30
+19
+173% +$876 ﹤0.01% 1822
2021
Q2 		$0 Hold
11
– – ﹤0.01% 1905
2021
Q1 		$0 Hold
11
– – ﹤0.01% 1775
2020
Q4 		$0 Buy
+11
New +$272 ﹤0.01% 1681

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berman Capital Advisors's CALX Position: Q3 2021 in Review

Berman Capital Advisors increased its Calix (CALX) stake by 173% in Q3 2021, buying an estimated $876 and bringing the position to 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Berman Capital Advisors first reported a position in CALX in Q4 2020 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold CALX as of Q3 2021.

  • Berman Capital Advisors held 30 shares of Calix worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 19 Calix shares in Q3 2021, an estimated $876.
  • Calix made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1822 holding.
  • Berman Capital Advisors first reported a position in Calix in Q4 2020 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Calix as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.