JFS Wealth Advisors’s Calix CALX Stock Holding History

JFS Wealth 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 Q2	$747	Buy	20 +18	+900%	+$755	﹤0.01%	1878
2026 Q1	$98	Sell	2 -7	-78%	-$367	﹤0.01%	1847
2025 Q4	$477	Hold	9	–	–	﹤0.01%	1810
2025 Q3	$553	Hold	9	–	–	﹤0.01%	1743
2025 Q2	$479	Sell	9 -20	-69%	-$855	﹤0.01%	1702
2025 Q1	$1.03K	Hold	29	–	–	﹤0.01%	1640
2024 Q4	$1.01K	Buy	29 +10	+53%	+$352	﹤0.01%	1670
2024 Q3	$738	Buy	19 +1	+6%	+$37	﹤0.01%	1744
2024 Q2	$638	Hold	18	–	–	﹤0.01%	1767
2024 Q1	$597	Sell	18 -9	-33%	-$335	﹤0.01%	1756
2023 Q4	$1.18K	Buy	27 +2	+8%	+$80	﹤0.01%	1607
2023 Q3	$1.15K	Buy	25 +3	+14%	+$136	﹤0.01%	1557
2023 Q2	$1.1K	Sell	22 -1	-4%	-$48	﹤0.01%	1574
2023 Q1	$1.23K	Sell	23 -13	-36%	-$709	﹤0.01%	1522
2022 Q4	$2.46K	Buy	36 +1	+3%	+$67	﹤0.01%	1291
2022 Q3	$2K	Buy	35 +12	+52%	+$641	﹤0.01%	1287
2022 Q2	$1K	Buy	23 +12	+109%	+$446	﹤0.01%	1480
2022 Q1	$0	Sell	11 -1	-8%	-$51	﹤0.01%	1830
2021 Q4	$1K	Buy	+12	New	+$784	﹤0.01%	1281

Other funds holding CALX

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return