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Laurel Wealth Advisors (North Carolina)’s Calix CALX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q2 		– Sell
-65
Closed -$3K – 641
2022
Q1 		$3K Hold
65
– – ﹤0.01% 531
2021
Q4 		$5K Hold
65
– – ﹤0.01% 478
2021
Q3 		$3K Hold
65
– – ﹤0.01% 536
2021
Q2 		$3K Hold
65
– – ﹤0.01% 601
2021
Q1 		$2K Buy
+65
New +$2.41K ﹤0.01% 595

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CALX Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Calix (CALX) in Q2 2022, closing a stake of 65 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CALX in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 203 funds tracked by Wall St. Rank hold CALX as of Q2 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Calix position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 65 Calix shares in Q2 2022, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Calix in Q1 2021 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Calix position peaked at $5K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Calix as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.