D'Orazio & Associates’s Calix CALX Stock Holding History

D'Orazio & Associates’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
2021 Q1	–	Sell	-300	Closed	-$9K	–	383
2020 Q4	$9K	Buy	+300	New	+$7.41K	﹤0.01%	272

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's CALX Position: Q1 2021 in Review

D'Orazio & Associates sold out of Calix (CALX) in Q1 2021, closing a stake of 300 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in CALX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 198 funds tracked by Wall St. Rank hold CALX as of Q1 2021.

D'Orazio & Associates reported no remaining Calix position as of Q1 2021 after selling out during the quarter.
D'Orazio & Associates sold 300 Calix shares in Q1 2021, an estimated $9K.
D'Orazio & Associates first reported a position in Calix in Q4 2020 and held it in 1 quarter.
D'Orazio & Associates's Calix position peaked at $9K in Q4 2020.
198 funds tracked by Wall St. Rank held Calix as of Q1 2021.

Based on D'Orazio & Associates's 13F filing for Q1 2021, filed 5 May 2021.