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EA Series Trust’s Calix CALX Stock Holding History

EA Series Trust’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
Q2 		$1.64M Buy
+32,896
New +$1.59M 0.06% 475

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EA Series Trust's CALX Position: Q2 2023 in Review

EA Series Trust opened a new position in Calix (CALX) in Q2 2023: 32,896 shares worth $1.64M. The stake represents 0.06% of the portfolio and ranks #475 among its holdings.

267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

  • EA Series Trust held 32,896 shares of Calix worth $1.64M as of Q2 2023.
  • Calix was a new EA Series Trust position in Q2 2023.
  • Calix made up 0.06% of EA Series Trust's portfolio in Q2 2023, its #475 holding.
  • 267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.