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Burns Matteson Capital Management’s Calix CALX Stock Holding History

Burns Matteson 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
2022
Q2 		– Sell
-5,098
Closed -$219K – 121
2022
Q1 		$219K Buy
+5,098
New +$258K 0.15% 108

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Burns Matteson Capital Management's CALX Position: Q2 2022 in Review

Burns Matteson Capital Management sold out of Calix (CALX) in Q2 2022, closing a stake of 5,098 shares — an estimated $219K sold.

Burns Matteson Capital Management first reported a position in CALX in Q1 2022 and held it in 1 quarter. The position peaked at $219K in Q1 2022. 203 funds tracked by Wall St. Rank hold CALX as of Q2 2022.

  • Burns Matteson Capital Management reported no remaining Calix position as of Q2 2022 after selling out during the quarter.
  • Burns Matteson Capital Management sold 5,098 Calix shares in Q2 2022, an estimated $219K.
  • Burns Matteson Capital Management first reported a position in Calix in Q1 2022 and held it in 1 quarter.
  • Burns Matteson Capital Management's Calix position peaked at $219K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Calix as of Q2 2022.

Based on Burns Matteson Capital Management's 13F filing for Q2 2022, filed 12 Dec 2023.