GWMIA
CALX icon

Global Wealth Management Investment Advisory’s Calix CALX Stock Holding History

Global Wealth Management Investment 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
2019
Q2 		– Sell
-137
Closed -$1K – 690
2019
Q1 		$1K Sell
137
-980
-88% -$8.64K ﹤0.01% 598
2018
Q4 		$11K Buy
+1,117
New +$9.72K 0.01% 365

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's CALX Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Calix (CALX) in Q2 2019, closing a stake of 137 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in CALX in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 92 funds tracked by Wall St. Rank hold CALX as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Calix position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 137 Calix shares in Q2 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Calix in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Calix position peaked at $11K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held Calix as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.