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DFPG Investments’s Calix CALX Stock Holding History

DFPG Investments’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
2023
Q4 		$260K Buy
+5,885
New +$235K 0.02% 545

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DFPG Investments's CALX Position: Q4 2023 in Review

DFPG Investments opened a new position in Calix (CALX) in Q4 2023: 5,885 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings.

263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • DFPG Investments held 5,885 shares of Calix worth $260K as of Q4 2023.
  • Calix was a new DFPG Investments position in Q4 2023.
  • Calix made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #545 holding.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.