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Coppell Advisory Solutions’s Calix CALX Stock Holding History

Coppell Advisory Solutions’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
-282
Closed -$9.84K – 548
2024
Q4 		$9.84K Hold
282
– – ﹤0.01% 1123
2024
Q3 		$10.8K Hold
282
– – ﹤0.01% 1053
2024
Q2 		$9.99K Buy
+282
New +$9.08K ﹤0.01% 1001
2023
Q4 		$12.3K Sell
282
-381
-57% -$15.2K ﹤0.01% 885
2023
Q3 		$45.4K Sell
663
-398
-38% -$18K 0.02% 340
2023
Q2 		$53.6K Buy
+1,061
New +$51.1K 0.02% 341
2023
Q1 		– Sell
-663
Closed -$45.4K – 330
2022
Q4 		$45.4K Buy
+663
New +$44.6K 0.02% 344

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

Coppell Advisory Solutions's CALX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Calix (CALX) in Q1 2025, closing a stake of 282 shares — an estimated $9.84K sold.

Coppell Advisory Solutions first reported a position in CALX in Q4 2022 and held it in 7 quarters. The position peaked at $53.6K in Q2 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 282 Calix shares in Q1 2025, an estimated $9.84K.
  • Coppell Advisory Solutions first reported a position in Calix in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Calix position peaked at $53.6K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.