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Harvest Investment Services’s Calix CALX Stock Holding History

Harvest Investment 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
2021
Q4 		– Sell
-14,220
Closed -$702K – 260
2021
Q3 		$702K Buy
+14,220
New +$656K 0.29% 106

Other funds holding CALX

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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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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

Harvest Investment Services's CALX Position: Q4 2021 in Review

Harvest Investment Services sold out of Calix (CALX) in Q4 2021, closing a stake of 14,220 shares — an estimated $702K sold.

Harvest Investment Services first reported a position in CALX in Q3 2021 and held it in 1 quarter. The position peaked at $702K in Q3 2021. 214 funds tracked by Wall St. Rank hold CALX as of Q4 2021.

  • Harvest Investment Services reported no remaining Calix position as of Q4 2021 after selling out during the quarter.
  • Harvest Investment Services sold 14,220 Calix shares in Q4 2021, an estimated $702K.
  • Harvest Investment Services first reported a position in Calix in Q3 2021 and held it in 1 quarter.
  • Harvest Investment Services's Calix position peaked at $702K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held Calix as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.