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KLR Investment Advisors’s Calix CALX Stock Holding History

KLR Investment 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
2024
Q1 		$205K Sell
6,921
-793
-10% -$29.6K 0.15% 174
2023
Q4 		$337K Buy
7,714
+1,952
+34% +$78.1K 0.24% 127
2023
Q3 		$309K Sell
5,762
-80
-1% -$3.62K 0.28% 116
2023
Q2 		$292K Sell
5,842
-145
-2% -$6.99K 0.24% 142
2023
Q1 		$321K Buy
+5,987
New +$326K 0.28% 116

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

KLR Investment Advisors's CALX Position: Q1 2024 in Review

KLR Investment Advisors reduced its Calix (CALX) stake by 10% in Q1 2024, selling an estimated $29.6K and leaving 6,921 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #174.

KLR Investment Advisors first reported a position in CALX in Q1 2023 and has held it in 5 quarters since. The position peaked at $337K in Q4 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • KLR Investment Advisors held 6,921 shares of Calix worth $205K as of Q1 2024.
  • KLR Investment Advisors sold 793 Calix shares in Q1 2024, an estimated $29.6K.
  • Calix made up 0.15% of KLR Investment Advisors's portfolio in Q1 2024, its #174 holding.
  • KLR Investment Advisors first reported a position in Calix in Q1 2023 and has held it in 5 quarters since.
  • KLR Investment Advisors's Calix position peaked at $337K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.