Boardman Bay Capital Management’s Calix CALX Stock Holding History

Boardman Bay Capital 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
2021 Q4	$1.5M	Buy	18,712 +2,307	+14%	+$151K	2.49%	17
2021 Q3	$811K	Buy	+16,405	New	+$757K	1.42%	22
2019 Q2	–	Sell	-22,000	Closed	-$169K	–	48
2019 Q1	$169K	Buy	+22,000	New	+$194K	0.33%	48

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boardman Bay Capital Management's CALX Position: Q4 2021 in Review

Boardman Bay Capital Management increased its Calix (CALX) stake by 14% in Q4 2021, buying an estimated $151K and bringing the position to 18,712 shares worth $1.5M. The position accounts for 2.49% of the portfolio, ranked #17.

Boardman Bay Capital Management first reported a position in CALX in Q1 2019 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold CALX as of Q4 2021.

Boardman Bay Capital Management held 18,712 shares of Calix worth $1.5M as of Q4 2021.
Boardman Bay Capital Management bought 2,307 Calix shares in Q4 2021, an estimated $151K.
Calix made up 2.49% of Boardman Bay Capital Management's portfolio in Q4 2021, its #17 holding.
Boardman Bay Capital Management first reported a position in Calix in Q1 2019 and has held it in 3 quarters since.
214 funds tracked by Wall St. Rank held Calix as of Q4 2021.

Based on Boardman Bay Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.