Level Four Advisory Services’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,230
Closed -$700K 768
2022
Q4
$700K Sell
10,230
-819
-7% -$55K 0.05% 325
2022
Q3
$676K Buy
+11,049
New +$591K 0.07% 266

Other funds holding CALX

Level Four Advisory Services's CALX Position: Q1 2023 in Review

Level Four Advisory Services sold out of Calix (CALX) in Q1 2023, closing a stake of 10,230 shares — an estimated $700K sold.

Level Four Advisory Services first reported a position in CALX in Q3 2022 and held it in 2 quarters. The position peaked at $700K in Q4 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Level Four Advisory Services reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 10,230 Calix shares in Q1 2023, an estimated $700K.
  • Level Four Advisory Services first reported a position in Calix in Q3 2022 and held it in 2 quarters.
  • Level Four Advisory Services's Calix position peaked at $700K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.