Juncture Wealth Strategies’s Calix CALX Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-14,009	Closed	-$751K	–	115
2023 Q1	$751K	Buy	+14,009	New	+$764K	0.37%	51
2021 Q4	–	Sell	-13,134	Closed	-$649K	–	129
2021 Q3	$649K	Buy	13,134 +2,290	+21%	+$106K	0.34%	59
2021 Q2	$488K	Buy	+10,844	New	+$476K	0.28%	73

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Juncture Wealth Strategies's CALX Position: Q2 2023 in Review

Juncture Wealth Strategies sold out of Calix (CALX) in Q2 2023, closing a stake of 14,009 shares — an estimated $751K sold.

Juncture Wealth Strategies first reported a position in CALX in Q2 2021 and held it in 3 quarters. The position peaked at $751K in Q1 2023. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

Juncture Wealth Strategies reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
Juncture Wealth Strategies sold 14,009 Calix shares in Q2 2023, an estimated $751K.
Juncture Wealth Strategies first reported a position in Calix in Q2 2021 and held it in 3 quarters.
Juncture Wealth Strategies's Calix position peaked at $751K in Q1 2023.
267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Juncture Wealth Strategies's 13F filing for Q2 2023, filed 12 Jul 2023.