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Gladstone Institutional Advisory’s Calix CALX Stock Holding History

Gladstone Institutional Advisory’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
2023
Q1 		– Sell
-2,932
Closed -$201K – 662
2022
Q4 		$201K Buy
+2,932
New +$197K 0.01% 600

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gladstone Institutional Advisory's CALX Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Calix (CALX) in Q1 2023, closing a stake of 2,932 shares — an estimated $201K sold.

Gladstone Institutional Advisory first reported a position in CALX in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,932 Calix shares in Q1 2023, an estimated $201K.
  • Gladstone Institutional Advisory first reported a position in Calix in Q4 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Calix position peaked at $201K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.