Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Calix CALX Stock Holding History

Kayne Anderson Rudnick Investment Management’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
-1,531
Closed -$70.2K – 967
2023
Q3 		$70.2K Buy
1,531
+1,011
+194% +$45.8K ﹤0.01% 490
2023
Q2 		$26K Hold
520
– – ﹤0.01% 545
2023
Q1 		$27.9K Hold
520
– – ﹤0.01% 525
2022
Q4 		$35.6K Buy
+520
New +$35K ﹤0.01% 519

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 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 $609B AUM 40.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CALX Position: Q4 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Calix (CALX) in Q4 2023, closing a stake of 1,531 shares — an estimated $70.2K sold.

Kayne Anderson Rudnick Investment Management first reported a position in CALX in Q4 2022 and held it in 4 quarters. The position peaked at $70.2K in Q3 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Kayne Anderson Rudnick Investment Management reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 1,531 Calix shares in Q4 2023, an estimated $70.2K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Calix in Q4 2022 and held it in 4 quarters.
  • Kayne Anderson Rudnick Investment Management's Calix position peaked at $70.2K in Q3 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.