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Kohmann Bosshard Financial Services’s Calix CALX Stock Holding History

Kohmann Bosshard Financial Services’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
2025
Q1 		– Sell
-5
Closed -$174 – 355
2024
Q4 		$174 Buy
+5
New +$176 ﹤0.01% 731

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kohmann Bosshard Financial Services's CALX Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Calix (CALX) in Q1 2025, closing a stake of 5 shares — an estimated $174 sold.

Kohmann Bosshard Financial Services first reported a position in CALX in Q4 2024 and held it in 1 quarter. The position peaked at $174 in Q4 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 5 Calix shares in Q1 2025, an estimated $174.
  • Kohmann Bosshard Financial Services first reported a position in Calix in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Calix position peaked at $174 in Q4 2024.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.