Brown Advisory’s Calix CALX Stock Holding History

Brown Advisory’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
2022 Q1	–	Sell	-9,503	Closed	-$760K	–	1131
2021 Q4	$760K	Buy	+9,503	New	+$620K	﹤0.01%	785

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

GGHC

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory's CALX Position: Q1 2022 in Review

Brown Advisory sold out of Calix (CALX) in Q1 2022, closing a stake of 9,503 shares — an estimated $760K sold.

Brown Advisory first reported a position in CALX in Q4 2021 and held it in 1 quarter. The position peaked at $760K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

Brown Advisory reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
Brown Advisory sold 9,503 Calix shares in Q1 2022, an estimated $760K.
Brown Advisory first reported a position in Calix in Q4 2021 and held it in 1 quarter.
Brown Advisory's Calix position peaked at $760K in Q4 2021.
230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Brown Advisory's 13F filing for Q1 2022, filed 9 May 2022.