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Dorsey Wright & Associates’s Calix CALX Stock Holding History

Dorsey Wright & 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
2022
Q1 		– Sell
-3,363
Closed -$269K – 291
2021
Q4 		$269K Buy
3,363
+456
+16% +$29.8K 0.06% 118
2021
Q3 		$144K Buy
2,907
+228
+9% +$10.5K 0.03% 123
2021
Q2 		$127K Hold
2,679
– – 0.03% 126
2021
Q1 		$92.9K Buy
2,679
+1,539
+135% +$57K 1.09% 10
2020
Q4 		$34K Buy
1,140
+285
+33% +$7.04K 0.01% 157
2020
Q3 		$15K Sell
855
-285
-25% -$5.38K ﹤0.01% 163
2020
Q2 		$17K Hold
1,140
– – ﹤0.01% 173
2020
Q1 		$8K Buy
+1,140
New +$9.6K ﹤0.01% 178
2019
Q1 		– Sell
-1,528
Closed -$15K – 294
2018
Q4 		$15K Buy
+1,528
New +$13.3K ﹤0.01% 188

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dorsey Wright & Associates's CALX Position: Q1 2022 in Review

Dorsey Wright & Associates sold out of Calix (CALX) in Q1 2022, closing a stake of 3,363 shares — an estimated $269K sold.

Dorsey Wright & Associates first reported a position in CALX in Q4 2018 and held it in 9 quarters. The position peaked at $269K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • Dorsey Wright & Associates reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
  • Dorsey Wright & Associates sold 3,363 Calix shares in Q1 2022, an estimated $269K.
  • Dorsey Wright & Associates first reported a position in Calix in Q4 2018 and held it in 9 quarters.
  • Dorsey Wright & Associates's Calix position peaked at $269K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Dorsey Wright & Associates's 13F filing for Q1 2022, filed 27 Apr 2022.