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Johnson Financial Group Inc (Wisconsin)’s Calix CALX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q1 		– Sell
-233
Closed -$10.2K – 806
2023
Q4 		$10.2K Buy
+233
New +$9.32K ﹤0.01% 654

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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CALX Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Calix (CALX) in Q1 2024, closing a stake of 233 shares — an estimated $10.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CALX in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 233 Calix shares in Q1 2024, an estimated $10.2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Calix in Q4 2023 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Calix position peaked at $10.2K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.