Lindbrook Capital’s Calix CALX Stock Holding History

Lindbrook Capital’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	$3.12K	Hold	88	–	–	﹤0.01%	2140
2024 Q4	$3.07K	Sell	88 -336	-79%	-$11.8K	﹤0.01%	2169
2024 Q3	$16.4K	Sell	424 -198	-32%	-$7.28K	﹤0.01%	1399
2024 Q2	$22K	Buy	622 +415	+200%	+$13.4K	﹤0.01%	1193
2024 Q1	$6.86K	Buy	207 +167	+418%	+$6.22K	﹤0.01%	1757
2023 Q4	$1.75K	Sell	40 -4	-9%	-$160	﹤0.01%	2306
2023 Q3	$2.02K	Sell	44 -15	-25%	-$679	﹤0.01%	2126
2023 Q2	$2.94K	Buy	59 +3	+5%	+$145	﹤0.01%	2011
2023 Q1	$3K	Sell	56 -111	-66%	-$6.05K	﹤0.01%	2076
2022 Q4	$11.4K	Buy	167 +39	+30%	+$2.62K	﹤0.01%	1375
2022 Q3	$8K	Buy	128 +122	+2,033%	+$6.52K	﹤0.01%	1407
2022 Q2	$0	Buy	+6	New	+$223	﹤0.01%	2509

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's CALX Position: Q1 2025 in Review

Lindbrook Capital held its Calix (CALX) position steady in Q1 2025 at 88 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Lindbrook Capital first reported a position in CALX in Q2 2022 and has held it in 12 quarters since. The position peaked at $22K in Q2 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

Lindbrook Capital held 88 shares of Calix worth $3.12K as of Q1 2025.
Lindbrook Capital left its Calix share count unchanged in Q1 2025.
Calix made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2140 holding.
Lindbrook Capital first reported a position in Calix in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Calix position peaked at $22K in Q2 2024.
260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.