CMBA
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C.M. Bidwell & Associates’s Calix CALX Stock Holding History

C.M. Bidwell & Associates’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
-4,317
Closed -$345K – 546
2021
Q4 		$345K Sell
4,317
-2,203
-34% -$144K 0.21% 78
2021
Q3 		$322K Sell
6,520
-25
-0.4% -$1.15K 0.21% 79
2021
Q2 		$311K Sell
6,545
-125
-2% -$5.49K 0.2% 85
2021
Q1 		$231K Sell
6,670
-105
-2% -$3.89K 0.17% 110
2020
Q4 		$202K Buy
6,775
+3,710
+121% +$91.6K 0.17% 103
2020
Q3 		$54K Buy
3,065
+730
+31% +$13.8K 0.05% 259
2020
Q2 		$35K Buy
+2,335
New +$26.8K 0.03% 267

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

C.M. Bidwell & Associates's CALX Position: Q1 2022 in Review

C.M. Bidwell & Associates sold out of Calix (CALX) in Q1 2022, closing a stake of 4,317 shares — an estimated $345K sold.

C.M. Bidwell & Associates first reported a position in CALX in Q2 2020 and held it in 7 quarters. The position peaked at $345K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • C.M. Bidwell & Associates reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 4,317 Calix shares in Q1 2022, an estimated $345K.
  • C.M. Bidwell & Associates first reported a position in Calix in Q2 2020 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Calix position peaked at $345K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2022, filed 29 Apr 2022.