FCA
CALX icon

FinTrust Capital Advisors’s Calix CALX Stock Holding History

FinTrust Capital 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
2024
Q3 		$3.72K Hold
96
– – ﹤0.01% 1139
2024
Q2 		$3.4K Buy
96
+31
+48% +$998 ﹤0.01% 1119
2024
Q1 		$2.16K Hold
65
– – ﹤0.01% 1096
2023
Q4 		$2.84K Hold
65
– – ﹤0.01% 1044
2023
Q3 		$2.98K Buy
+65
New +$2.94K ﹤0.01% 963

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

FinTrust Capital Advisors's CALX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Calix (CALX) position steady in Q3 2024 at 96 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

FinTrust Capital Advisors first reported a position in CALX in Q3 2023 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

  • FinTrust Capital Advisors held 96 shares of Calix worth $3.72K as of Q3 2024.
  • FinTrust Capital Advisors left its Calix share count unchanged in Q3 2024.
  • Calix made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1139 holding.
  • FinTrust Capital Advisors first reported a position in Calix in Q3 2023 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.