CFM
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Catalyst Funds Management’s Calix CALX Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-400
Closed -$15.5K – 468
2024
Q3 		$15.5K Sell
400
-500
-56% -$18.4K ﹤0.01% 1122
2024
Q2 		$31.9K Buy
+900
New +$29K 0.01% 539

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Catalyst Funds Management's CALX Position: Q4 2024 in Review

Catalyst Funds Management sold out of Calix (CALX) in Q4 2024, closing a stake of 400 shares — an estimated $15.5K sold.

Catalyst Funds Management first reported a position in CALX in Q2 2024 and held it in 2 quarters. The position peaked at $31.9K in Q2 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Catalyst Funds Management reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 400 Calix shares in Q4 2024, an estimated $15.5K.
  • Catalyst Funds Management first reported a position in Calix in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Calix position peaked at $31.9K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.