DAS
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Diversify Advisory Services’s Calix CALX Stock Holding History

Diversify Advisory 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
2024
Q2 		– Sell
-7,466
Closed -$242K – 652
2024
Q1 		$242K Buy
+7,466
New +$278K 0.01% 575

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Diversify Advisory Services's CALX Position: Q2 2024 in Review

Diversify Advisory Services sold out of Calix (CALX) in Q2 2024, closing a stake of 7,466 shares — an estimated $242K sold.

Diversify Advisory Services first reported a position in CALX in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

  • Diversify Advisory Services reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 7,466 Calix shares in Q2 2024, an estimated $242K.
  • Diversify Advisory Services first reported a position in Calix in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Calix position peaked at $242K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.