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IndexIQ Advisors’s Calix CALX Stock Holding History

IndexIQ 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
2021
Q1 		– Sell
-29,583
Closed -$880K – 1155
2020
Q4 		$880K Buy
29,583
+3,055
+12% +$75.4K 0.03% 253
2020
Q3 		$472K Buy
26,528
+1,438
+6% +$27.1K 0.02% 286
2020
Q2 		$374K Sell
25,090
-1,002
-4% -$11.5K 0.02% 283
2020
Q1 		$185K Sell
26,092
-79,249
-75% -$667K 0.01% 560
2019
Q4 		$843K Sell
105,341
-33,437
-24% -$249K 0.03% 343
2019
Q3 		$887K Sell
138,778
-25,992
-16% -$164K 0.03% 395
2019
Q2 		$1.08M Buy
164,770
+643
+0.4% +$4.34K 0.03% 387
2019
Q1 		$1.26M Buy
+164,127
New +$1.45M 0.04% 395

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IndexIQ Advisors's CALX Position: Q1 2021 in Review

IndexIQ Advisors sold out of Calix (CALX) in Q1 2021, closing a stake of 29,583 shares — an estimated $880K sold.

IndexIQ Advisors first reported a position in CALX in Q1 2019 and held it in 8 quarters. The position peaked at $1.26M in Q1 2019. 198 funds tracked by Wall St. Rank hold CALX as of Q1 2021.

  • IndexIQ Advisors reported no remaining Calix position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 29,583 Calix shares in Q1 2021, an estimated $880K.
  • IndexIQ Advisors first reported a position in Calix in Q1 2019 and held it in 8 quarters.
  • IndexIQ Advisors's Calix position peaked at $1.26M in Q1 2019.
  • 198 funds tracked by Wall St. Rank held Calix as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.