EWA
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EverSource Wealth Advisors’s Calix CALX Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$9.21K Buy
188
+45
+31% +$2.36K ﹤0.01% 2957
2025
Q4 		$7.57K Buy
143
+9
+7% +$524 ﹤0.01% 2929
2025
Q3 		$8.22K Hold
134
– – ﹤0.01% 2922
2025
Q2 		$7.13K Buy
134
+58
+76% +$2.48K ﹤0.01% 2995
2025
Q1 		$2.69K Buy
76
+72
+1,800% +$2.67K ﹤0.01% 2789
2024
Q4 		$139 Buy
+4
New +$141 ﹤0.01% 3499
2023
Q3 		– Sell
-10
Closed -$499 – 2529
2023
Q2 		$499 Sell
10
-38
-79% -$1.83K ﹤0.01% 2356
2023
Q1 		$2.57K Sell
48
-191
-80% -$10.4K ﹤0.01% 1857
2022
Q4 		$16.4K Buy
239
+10
+4% +$672 ﹤0.01% 1129
2022
Q3 		$14K Buy
+229
New +$12.2K ﹤0.01% 1012

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return