HFM
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Harvest Fund Management’s Calix CALX Stock Holding History

Harvest Fund Management’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
-2,056
Closed -$141K – 746
2022
Q4 		$141K Buy
+2,056
New +$138K 0.04% 269
2022
Q1 		– Sell
-585
Closed -$46K – 743
2021
Q4 		$46K Buy
+585
New +$38.2K 0.01% 472

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

Harvest Fund Management's CALX Position: Q1 2023 in Review

Harvest Fund Management sold out of Calix (CALX) in Q1 2023, closing a stake of 2,056 shares — an estimated $141K sold.

Harvest Fund Management first reported a position in CALX in Q4 2021 and held it in 2 quarters. The position peaked at $141K in Q4 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Harvest Fund Management reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 2,056 Calix shares in Q1 2023, an estimated $141K.
  • Harvest Fund Management first reported a position in Calix in Q4 2021 and held it in 2 quarters.
  • Harvest Fund Management's Calix position peaked at $141K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.