Claris Advisors’s Calix CALX Stock Holding History

Claris Advisors’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	-2	Closed	-$78	–	238
2024 Q3	$78	Buy	+2	New	+$73	﹤0.01%	1162

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Claris Advisors's CALX Position: Q4 2024 in Review

Claris Advisors sold out of Calix (CALX) in Q4 2024, closing a stake of 2 shares — an estimated $78 sold.

Claris Advisors first reported a position in CALX in Q3 2024 and held it in 1 quarter. The position peaked at $78 in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

Claris Advisors reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Calix shares in Q4 2024, an estimated $78.
Claris Advisors first reported a position in Calix in Q3 2024 and held it in 1 quarter.
Claris Advisors's Calix position peaked at $78 in Q3 2024.
253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.