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Householder Group Estate & Retirement Specialist’s Calix CALX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-85
Closed -$3.9K – 1151
2023
Q3 		$3.9K Buy
+85
New +$3.85K ﹤0.01% 978
2023
Q1 		$5K Hold
85
– – ﹤0.01% 945
2022
Q4 		$5K Hold
85
– – 0.01% 268
2022
Q3 		$5K Buy
+85
New +$4.54K ﹤0.01% 856

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CALX Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Calix (CALX) in Q4 2023, closing a stake of 85 shares — an estimated $3.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in CALX in Q3 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 85 Calix shares in Q4 2023, an estimated $3.9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Calix in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Calix position peaked at $5K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.