HCA
CALX icon

Harbour Capital Advisors’s Calix CALX Stock Holding History

Harbour 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
2024
Q2 		– Sell
-10,450
Closed -$335K – 283
2024
Q1 		$335K Buy
10,450
+3,575
+52% +$133K 0.08% 217
2023
Q4 		$304K Buy
+6,875
New +$275K 0.08% 212

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 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

Harbour Capital Advisors's CALX Position: Q2 2024 in Review

Harbour Capital Advisors sold out of Calix (CALX) in Q2 2024, closing a stake of 10,450 shares — an estimated $335K sold.

Harbour Capital Advisors first reported a position in CALX in Q4 2023 and held it in 2 quarters. The position peaked at $335K in Q1 2024. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

  • Harbour Capital Advisors reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
  • Harbour Capital Advisors sold 10,450 Calix shares in Q2 2024, an estimated $335K.
  • Harbour Capital Advisors first reported a position in Calix in Q4 2023 and held it in 2 quarters.
  • Harbour Capital Advisors's Calix position peaked at $335K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on Harbour Capital Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.