EF
CALX icon

Empowered Funds’s Calix CALX Stock Holding History

Empowered Funds’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
Q4 		– Sell
-33,795
Closed -$1.55M – 1261
2023
Q3 		$1.55M Buy
33,795
+899
+3% +$40.7K 0.05% 525
2023
Q2 		$1.64M Buy
32,896
+17,779
+118% +$857K 0.06% 475
2023
Q1 		$810K Buy
+15,117
New +$824K 0.05% 324

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empowered Funds's CALX Position: Q4 2023 in Review

Empowered Funds sold out of Calix (CALX) in Q4 2023, closing a stake of 33,795 shares — an estimated $1.55M sold.

Empowered Funds first reported a position in CALX in Q1 2023 and held it in 3 quarters. The position peaked at $1.64M in Q2 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Empowered Funds reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Empowered Funds sold 33,795 Calix shares in Q4 2023, an estimated $1.55M.
  • Empowered Funds first reported a position in Calix in Q1 2023 and held it in 3 quarters.
  • Empowered Funds's Calix position peaked at $1.64M in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Empowered Funds's 13F filing for Q4 2023, filed 14 Feb 2024.