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Byrne Asset Management’s Calix CALX Stock Holding History

Byrne Asset 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
2024
Q1 		– Sell
-50
Closed -$2.17K – 534
2023
Q4 		$2.17K Sell
50
-100
-67% -$4K ﹤0.01% 492
2023
Q3 		$7K Hold
150
– – 0.01% 368
2023
Q2 		$7K Hold
150
– – ﹤0.01% 432
2023
Q1 		$8K Hold
150
– – 0.01% 409
2022
Q4 		$10.3K Sell
150
-100
-40% -$6.72K 0.01% 370
2022
Q3 		$15K Sell
250
-50
-17% -$2.67K 0.01% 325
2022
Q2 		$10K Hold
300
– – 0.01% 351
2022
Q1 		$13K Hold
300
– – 0.01% 356
2021
Q4 		$24K Buy
+300
New +$19.6K 0.02% 274

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Byrne Asset Management's CALX Position: Q1 2024 in Review

Byrne Asset Management sold out of Calix (CALX) in Q1 2024, closing a stake of 50 shares — an estimated $2.17K sold.

Byrne Asset Management first reported a position in CALX in Q4 2021 and held it in 9 quarters. The position peaked at $24K in Q4 2021. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • Byrne Asset Management reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • Byrne Asset Management sold 50 Calix shares in Q1 2024, an estimated $2.17K.
  • Byrne Asset Management first reported a position in Calix in Q4 2021 and held it in 9 quarters.
  • Byrne Asset Management's Calix position peaked at $24K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.