HIIFS
CALX icon

Harel Insurance Investments & Financial Services’s Calix CALX Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-181
Closed -$9K – 666
2023
Q2 		$9K Sell
181
-620
-77% -$29.9K ﹤0.01% 624
2023
Q1 		$42K Sell
801
-230
-22% -$12.5K ﹤0.01% 512
2022
Q4 		$71K Sell
1,031
-650
-39% -$43.7K ﹤0.01% 423
2022
Q3 		$101K Buy
1,681
+255
+18% +$13.6K ﹤0.01% 376
2022
Q2 		$49K Hold
1,426
– – ﹤0.01% 508
2022
Q1 		$61K Buy
+1,426
New +$72.2K ﹤0.01% 493

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CALX Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Calix (CALX) in Q3 2023, closing a stake of 181 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in CALX in Q1 2022 and held it in 6 quarters. The position peaked at $101K in Q3 2022. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Calix position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 181 Calix shares in Q3 2023, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Calix in Q1 2022 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Calix position peaked at $101K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.