Commonwealth Equity Services
CALX icon

Commonwealth Equity Services’s Calix CALX Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-12,546
Closed -$437K – 4187
2024
Q4 		$437K Sell
12,546
-1,154
-8% -$40.6K ﹤0.01% 3071
2024
Q3 		$531K Buy
13,700
+275
+2% +$10.1K ﹤0.01% 2849
2024
Q2 		$476K Sell
13,425
-2,106
-14% -$67.8K ﹤0.01% 2875
2024
Q1 		$515K Buy
15,531
+9,309
+150% +$347K ﹤0.01% 2797
2023
Q4 		$272K Buy
6,222
+289
+5% +$11.6K ﹤0.01% 3250
2023
Q3 		$272K Sell
5,933
-53
-0.9% -$2.4K ﹤0.01% 3117
2023
Q2 		$299K Sell
5,986
-40
-0.7% -$1.93K ﹤0.01% 3061
2023
Q1 		$322 Buy
6,026
+602
+11% +$32.8K ﹤0.01% 2913
2022
Q4 		$371K Buy
5,424
+266
+5% +$17.9K ﹤0.01% 2709
2022
Q3 		$315K Sell
5,158
-1,400
-21% -$74.8K ﹤0.01% 2784
2022
Q2 		$223K Sell
6,558
-116
-2% -$4.31K ﹤0.01% 3105
2022
Q1 		$286K Sell
6,674
-1,963
-23% -$99.3K ﹤0.01% 3021
2021
Q4 		$690K Buy
8,637
+1,854
+27% +$121K ﹤0.01% 2265
2021
Q3 		$335K Buy
6,783
+1,030
+18% +$47.5K ﹤0.01% 2806
2021
Q2 		$273K Sell
5,753
-1,075
-16% -$47.2K ﹤0.01% 2991
2021
Q1 		$236K Sell
6,828
-4,721
-41% -$175K ﹤0.01% 2986
2020
Q4 		$343K Buy
11,549
+953
+9% +$23.5K ﹤0.01% 2459
2020
Q3 		$188K Buy
+10,596
New +$200K ﹤0.01% 2746
2019
Q1 		– Sell
-11,550
Closed -$112K – 2747
2018
Q4 		$112K Buy
11,550
+1,263
+12% +$11K ﹤0.01% 2476
2018
Q3 		$83K Buy
10,287
+237
+2% +$1.81K ﹤0.01% 2661
2018
Q2 		$78K Sell
10,050
-200
-2% -$1.41K ﹤0.01% 2624
2018
Q1 		$70K Buy
+10,250
New +$66.2K ﹤0.01% 2574
2017
Q4 		– Sell
-12,550
Closed -$63K – 2685
2017
Q3 		$63K Sell
12,550
-5,300
-30% -$30.3K ﹤0.01% 2453
2017
Q2 		$122K Sell
17,850
-4,500
-20% -$30.5K ﹤0.01% 2341
2017
Q1 		$162K Sell
22,350
-8,800
-28% -$62.3K ﹤0.01% 2212
2016
Q4 		$240K Sell
31,150
-250
-0.8% -$1.82K ﹤0.01% 1930
2016
Q3 		$231K Sell
31,400
-50,000
-61% -$375K ﹤0.01% 1902
2016
Q2 		$562K Sell
81,400
-38,000
-32% -$260K ﹤0.01% 1282
2016
Q1 		$847K Sell
119,400
-3,300
-3% -$23.3K 0.01% 1033
2015
Q4 		$966K Sell
122,700
-2,707
-2% -$21.2K 0.01% 948
2015
Q3 		$977K Sell
125,407
-3,093
-2% -$23.5K 0.01% 905
2015
Q2 		$978K Sell
128,500
-3,000
-2% -$24.5K 0.01% 975
2015
Q1 		$1.1M Buy
131,500
+2,500
+2% +$22.5K 0.01% 895
2014
Q4 		$1.29M Buy
129,000
+5,625
+5% +$56K 0.01% 768
2014
Q3 		$1.18M Buy
123,375
+500
+0.4% +$4.64K 0.01% 782
2014
Q2 		$1M Sell
122,875
-3,225
-3% -$26.4K 0.01% 864
2014
Q1 		$1.06M Sell
126,100
-2,500
-2% -$20.9K 0.01% 776
2013
Q4 		$1.24M Sell
128,600
-275
-0.2% -$2.94K 0.02% 664
2013
Q3 		$1.64M Sell
128,875
-6,000
-4% -$73.5K 0.03% 519
2013
Q2 		$1.36M Buy
+134,875
New +$1.26M 0.02% 542

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
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Commonwealth Equity Services's CALX Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Calix (CALX) in Q1 2025, closing a stake of 12,546 shares — an estimated $437K sold.

Commonwealth Equity Services first reported a position in CALX in Q2 2013 and held it in 40 quarters. The position peaked at $1.64M in Q3 2013. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,546 Calix shares in Q1 2025, an estimated $437K.
  • Commonwealth Equity Services first reported a position in Calix in Q2 2013 and held it in 40 quarters.
  • Commonwealth Equity Services's Calix position peaked at $1.64M in Q3 2013.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.