Genesee Capital Advisors’s Calix CALX Stock Holding History

Genesee 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
2022 Q1	–	Sell	-52,468	Closed	-$4.2M	–	114
2021 Q4	$4.2M	Sell	52,468 -4,046	-7%	-$264K	2%	11
2021 Q3	$2.79M	Buy	+56,514	New	+$2.61M	1.38%	21
2021 Q2	–	Sell	-62,679	Closed	-$2.17M	–	59
2021 Q1	$2.17M	Sell	62,679 -51,650	-45%	-$1.91M	1.29%	26
2020 Q4	$3.4M	Sell	114,329 -1,123	-1%	-$27.7K	2.23%	13
2020 Q3	$2.05M	Buy	+115,452	New	+$2.18M	1.69%	15

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

Genesee Capital Advisors's CALX Position: Q1 2022 in Review

Genesee Capital Advisors sold out of Calix (CALX) in Q1 2022, closing a stake of 52,468 shares — an estimated $4.2M sold.

Genesee Capital Advisors first reported a position in CALX in Q3 2020 and held it in 5 quarters. The position peaked at $4.2M in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

Genesee Capital Advisors reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
Genesee Capital Advisors sold 52,468 Calix shares in Q1 2022, an estimated $4.2M.
Genesee Capital Advisors first reported a position in Calix in Q3 2020 and held it in 5 quarters.
Genesee Capital Advisors's Calix position peaked at $4.2M in Q4 2021.
230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Genesee Capital Advisors's 13F filing for Q1 2022, filed 25 May 2022.