HighTower Advisors
CALX icon

HighTower Advisors’s Calix CALX Stock Holding History

HighTower 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
2026
Q1 		$5.84M Sell
119,129
-25,707
-18% -$1.35M 0.01% 1120
2025
Q4 		$7.67M Sell
144,836
-371
-0.3% -$21.6K 0.01% 982
2025
Q3 		$8.91M Sell
145,207
-799
-0.5% -$46K 0.01% 895
2025
Q2 		$7.77M Buy
146,006
+26,753
+22% +$1.14M 0.01% 907
2025
Q1 		$4.23M Buy
119,253
+1,008
+0.9% +$37.4K 0.01% 1125
2024
Q4 		$4.12M Buy
118,245
+27,622
+30% +$972K 0.01% 1127
2024
Q3 		$3.51M Buy
+90,623
New +$3.33M 0.01% 1194
2023
Q1 		– Sell
-3,488
Closed -$241K – 3443
2022
Q4 		$241K Buy
+3,488
New +$234K ﹤0.01% 2634

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VPM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return