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Diversify Wealth Management’s Calix CALX Stock Holding History

Diversify Wealth Management’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
Q4 		– Sell
-10,066
Closed -$373K – 519
2024
Q3 		$373K Buy
10,066
+1,628
+19% +$59.8K 0.04% 362
2024
Q2 		$305K Buy
+8,438
New +$272K 0.04% 357

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
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 Wealth Management's CALX Position: Q4 2024 in Review

Diversify Wealth Management sold out of Calix (CALX) in Q4 2024, closing a stake of 10,066 shares — an estimated $373K sold.

Diversify Wealth Management first reported a position in CALX in Q2 2024 and held it in 2 quarters. The position peaked at $373K in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Diversify Wealth Management reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 10,066 Calix shares in Q4 2024, an estimated $373K.
  • Diversify Wealth Management first reported a position in Calix in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's Calix position peaked at $373K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.