CAL
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Capital Advisors Ltd’s Calix CALX Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-21
Closed -$1K – 1402
2024
Q1 		$1K Buy
21
+16
+320% +$596 ﹤0.01% 1135
2023
Q4 		$0 Hold
5
– – ﹤0.01% 1307
2023
Q3 		$0 Hold
5
– – ﹤0.01% 1299
2023
Q2 		$0 Hold
5
– – ﹤0.01% 1311
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1227
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1251
2022
Q3 		$0 Buy
+5
New +$267 ﹤0.01% 1260

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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Capital Advisors Ltd's CALX Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Calix (CALX) in Q2 2024, closing a stake of 21 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CALX in Q3 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Calix shares in Q2 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Calix in Q3 2022 and held it in 7 quarters.
  • Capital Advisors Ltd's Calix position peaked at $1K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.