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Focus Financial Network’s Calix CALX Stock Holding History

Focus Financial Network’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
2021
Q1 		– Sell
-7,349
Closed -$219K – 408
2020
Q4 		$219K Sell
7,349
-7,000
-49% -$173K 0.02% 407
2020
Q3 		$255K Buy
+14,349
New +$271K 0.02% 370

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Financial Network's CALX Position: Q1 2021 in Review

Focus Financial Network sold out of Calix (CALX) in Q1 2021, closing a stake of 7,349 shares — an estimated $219K sold.

Focus Financial Network first reported a position in CALX in Q3 2020 and held it in 2 quarters. The position peaked at $255K in Q3 2020. 198 funds tracked by Wall St. Rank hold CALX as of Q1 2021.

  • Focus Financial Network reported no remaining Calix position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 7,349 Calix shares in Q1 2021, an estimated $219K.
  • Focus Financial Network first reported a position in Calix in Q3 2020 and held it in 2 quarters.
  • Focus Financial Network's Calix position peaked at $255K in Q3 2020.
  • 198 funds tracked by Wall St. Rank held Calix as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.