Covestor’s Calix CALX Stock Holding History

Covestor’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
2026 Q1	$35K	Buy	708 +54	+8%	+$2.83K	0.02%	886
2025 Q4	$35K	Sell	654 -2	-0.3%	-$116	0.02%	1031
2025 Q3	$40K	Buy	656 +365	+125%	+$21K	0.02%	1005
2025 Q2	$15K	Sell	291 -2	-0.7%	-$86	0.01%	1342
2025 Q1	$10K	Buy	293 +1	+0.3%	+$37	0.01%	1479
2024 Q4	$10K	Hold	292	–	–	0.01%	1522
2024 Q3	$11K	Sell	292 -308	-51%	-$11.3K	0.01%	1479
2024 Q2	$22K	Buy	600 +315	+111%	+$10.1K	0.01%	1163
2024 Q1	$9K	Sell	285 -1,154	-80%	-$43K	0.01%	1637
2023 Q4	$63K	Buy	1,439 +61	+4%	+$2.44K	0.04%	747
2023 Q3	$63K	Buy	1,378 +126	+10%	+$5.7K	0.05%	657
2023 Q2	$62K	Buy	1,252 +1,118	+834%	+$53.9K	0.05%	681
2023 Q1	$7K	Hold	134	–	–	0.01%	1461
2022 Q4	$9K	Buy	134 +129	+2,580%	+$8.67K	0.01%	1361
2022 Q3	$0	Sell	5 -45	-90%	-$2.41K	﹤0.01%	2027
2022 Q2	$2K	Sell	50 -5	-9%	-$186	﹤0.01%	1595
2022 Q1	$2K	Sell	55 -592	-91%	-$30K	﹤0.01%	1657
2021 Q4	$52K	Buy	+647	New	+$42.2K	0.07%	508

Other funds holding CALX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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