GRP
CALX icon

Global Retirement Partners’s Calix CALX Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-40
Closed -$1.55K – 3670
2024
Q3 		$1.55K Sell
40
-5
-11% -$184 ﹤0.01% 3015
2024
Q2 		$1.59K Buy
45
+5
+13% +$161 ﹤0.01% 3047
2024
Q1 		$1.33K Hold
40
– – ﹤0.01% 2891
2023
Q4 		$1.71K Sell
40
-8
-17% -$320 ﹤0.01% 2727
2023
Q3 		$2.12K Buy
48
+16
+50% +$724 ﹤0.01% 2517
2023
Q2 		$1.6K Buy
+32
New +$1.54K ﹤0.01% 2625
2022
Q2 		– Sell
-16
Closed -$1K – 2686
2022
Q1 		$1K Buy
+16
New +$810 ﹤0.01% 2333

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Global Retirement Partners's CALX Position: Q4 2024 in Review

Global Retirement Partners sold out of Calix (CALX) in Q4 2024, closing a stake of 40 shares — an estimated $1.55K sold.

Global Retirement Partners first reported a position in CALX in Q1 2022 and held it in 7 quarters. The position peaked at $2.12K in Q3 2023. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Global Retirement Partners reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 40 Calix shares in Q4 2024, an estimated $1.55K.
  • Global Retirement Partners first reported a position in Calix in Q1 2022 and held it in 7 quarters.
  • Global Retirement Partners's Calix position peaked at $2.12K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.