Evoke Wealth’s Calix CALX Stock Holding History

Evoke Wealth’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	-63	Closed	-$5K	–	1171
2021 Q4	$5K	Hold	63	–	–	﹤0.01%	886
2021 Q3	$3K	Hold	63	–	–	﹤0.01%	933
2021 Q2	$3K	Hold	63	–	–	﹤0.01%	972
2021 Q1	$2K	Buy	+63	New	+$2.33K	﹤0.01%	1007

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evoke Wealth's CALX Position: Q1 2022 in Review

Evoke Wealth sold out of Calix (CALX) in Q1 2022, closing a stake of 63 shares — an estimated $5K sold.

Evoke Wealth first reported a position in CALX in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

Evoke Wealth reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 63 Calix shares in Q1 2022, an estimated $5K.
Evoke Wealth first reported a position in Calix in Q1 2021 and held it in 4 quarters.
Evoke Wealth's Calix position peaked at $5K in Q4 2021.
230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.