Koshinski Asset Management
CALX icon

Koshinski Asset Management’s Calix CALX Stock Holding History

Koshinski Asset 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
2024
Q3 		– Sell
-14,100
Closed -$474K – 638
2024
Q2 		$474K Sell
14,100
-6,075
-30% -$196K 0.04% 356
2024
Q1 		$669K Buy
+20,175
New +$752K 0.07% 274
2022
Q2 		– Sell
-247
Closed -$10.6K – 772
2022
Q1 		$10.6K Hold
247
– – ﹤0.01% 1598
2021
Q4 		$19.8K Hold
247
– – ﹤0.01% 1451
2021
Q3 		$12.2K Buy
+247
New +$11.4K ﹤0.01% 1603

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $544B AUM 28.31% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Koshinski Asset Management's CALX Position: Q3 2024 in Review

Koshinski Asset Management sold out of Calix (CALX) in Q3 2024, closing a stake of 14,100 shares — an estimated $474K sold.

Koshinski Asset Management first reported a position in CALX in Q3 2021 and held it in 5 quarters. The position peaked at $669K in Q1 2024. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

  • Koshinski Asset Management reported no remaining Calix position as of Q3 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 14,100 Calix shares in Q3 2024, an estimated $474K.
  • Koshinski Asset Management first reported a position in Calix in Q3 2021 and held it in 5 quarters.
  • Koshinski Asset Management's Calix position peaked at $669K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on Koshinski Asset Management's 13F filing for Q3 2024, filed 10 Oct 2024.