DI
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Disciplined Investments’s Calix CALX Stock Holding History

Disciplined 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
Q3 		– Sell
-8
Closed -$399 – 320
2023
Q2 		$399 Hold
8
– – ﹤0.01% 1311
2023
Q1 		$429 Sell
8
-1
-11% -$55 ﹤0.01% 1280
2022
Q4 		$616 Hold
9
– – ﹤0.01% 1112
2022
Q3 		$1K Buy
9
+1
+13% +$53 ﹤0.01% 813
2022
Q2 		$0 Buy
8
+1
+14% +$37 ﹤0.01% 1288
2022
Q1 		$0 Buy
+7
New +$354 ﹤0.01% 1358

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Disciplined Investments's CALX Position: Q3 2023 in Review

Disciplined Investments sold out of Calix (CALX) in Q3 2023, closing a stake of 8 shares — an estimated $399 sold.

Disciplined Investments first reported a position in CALX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

  • Disciplined Investments reported no remaining Calix position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Calix shares in Q3 2023, an estimated $399.
  • Disciplined Investments first reported a position in Calix in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Calix position peaked at $1K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.