EI
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Ellevest Inc’s Calix CALX Stock Holding History

Ellevest Inc’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 		– Sell
-341
Closed -$18.3K – 561
2023
Q1 		$18.3K Sell
341
-244
-42% -$13.3K ﹤0.01% 864
2022
Q4 		$40K Buy
585
+45
+8% +$3.02K ﹤0.01% 668
2022
Q3 		$33K Buy
540
+428
+382% +$22.9K ﹤0.01% 686
2022
Q2 		$4K Buy
112
+92
+460% +$3.42K ﹤0.01% 1045
2022
Q1 		$1K Buy
+20
New +$1.01K ﹤0.01% 1265

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

Ellevest Inc's CALX Position: Q2 2023 in Review

Ellevest Inc sold out of Calix (CALX) in Q2 2023, closing a stake of 341 shares — an estimated $18.3K sold.

Ellevest Inc first reported a position in CALX in Q1 2022 and held it in 5 quarters. The position peaked at $40K in Q4 2022. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

  • Ellevest Inc reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 341 Calix shares in Q2 2023, an estimated $18.3K.
  • Ellevest Inc first reported a position in Calix in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's Calix position peaked at $40K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.