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Hamilton Wealth’s Calix CALX Stock Holding History

Hamilton Wealth’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
-5,537
Closed -$379K – 93
2022
Q4 		$379K Sell
5,537
-1,467
-21% -$98.6K 0.15% 58
2022
Q3 		$428K Buy
7,004
+122
+2% +$6.52K 0.18% 51
2022
Q2 		$235K Buy
6,882
+54
+0.8% +$2.01K 0.09% 62
2022
Q1 		$293K Buy
6,828
+1,272
+23% +$64.4K 0.13% 49
2021
Q4 		$444K Buy
+5,556
New +$363K 0.2% 38

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

Hamilton Wealth's CALX Position: Q1 2023 in Review

Hamilton Wealth sold out of Calix (CALX) in Q1 2023, closing a stake of 5,537 shares — an estimated $379K sold.

Hamilton Wealth first reported a position in CALX in Q4 2021 and held it in 5 quarters. The position peaked at $444K in Q4 2021. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Hamilton Wealth reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Hamilton Wealth sold 5,537 Calix shares in Q1 2023, an estimated $379K.
  • Hamilton Wealth first reported a position in Calix in Q4 2021 and held it in 5 quarters.
  • Hamilton Wealth's Calix position peaked at $444K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Hamilton Wealth's 13F filing for Q1 2023, filed 8 May 2023.