FHA
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First Horizon Advisors’s Calix CALX Stock Holding History

First Horizon 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
Q1 		– Sell
-151
Closed -$6.6K – 2297
2023
Q4 		$6.6K Hold
151
– – ﹤0.01% 1727
2023
Q3 		$6.92K Buy
151
+40
+36% +$1.81K ﹤0.01% 1657
2023
Q2 		$5.54K Buy
111
+15
+16% +$723 ﹤0.01% 1763
2023
Q1 		$5.14K Sell
96
-55
-36% -$3K ﹤0.01% 1804
2022
Q4 		$10.3K Hold
151
– – ﹤0.01% 1542
2022
Q3 		$9K Sell
151
-48
-24% -$2.57K ﹤0.01% 1536
2022
Q2 		$7K Sell
199
-121
-38% -$4.5K ﹤0.01% 1700
2022
Q1 		$14K Sell
320
-20
-6% -$1.01K ﹤0.01% 986
2021
Q4 		$27K Sell
340
-46
-12% -$3K ﹤0.01% 1168
2021
Q3 		$19K Sell
386
-97
-20% -$4.47K ﹤0.01% 1296
2021
Q2 		$23K Buy
483
+3
+0.6% +$132 ﹤0.01% 1062
2021
Q1 		$17K Buy
480
+135
+39% +$5K ﹤0.01% 1122
2020
Q4 		$10K Buy
+345
New +$8.52K ﹤0.01% 1067

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Horizon Advisors's CALX Position: Q1 2024 in Review

First Horizon Advisors sold out of Calix (CALX) in Q1 2024, closing a stake of 151 shares — an estimated $6.6K sold.

First Horizon Advisors first reported a position in CALX in Q4 2020 and held it in 13 quarters. The position peaked at $27K in Q4 2021. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • First Horizon Advisors reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • First Horizon Advisors sold 151 Calix shares in Q1 2024, an estimated $6.6K.
  • First Horizon Advisors first reported a position in Calix in Q4 2020 and held it in 13 quarters.
  • First Horizon Advisors's Calix position peaked at $27K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.