Lloyd Advisory Services’s Calix CALX Stock Holding History

Lloyd Advisory 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
2023 Q4	–	Sell	-6,155	Closed	-$282K	–	173
2023 Q3	$282K	Buy	+6,155	New	+$279K	0.09%	192

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lloyd Advisory Services's CALX Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Calix (CALX) in Q4 2023, closing a stake of 6,155 shares — an estimated $282K sold.

Lloyd Advisory Services first reported a position in CALX in Q3 2023 and held it in 1 quarter. The position peaked at $282K in Q3 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

Lloyd Advisory Services reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 6,155 Calix shares in Q4 2023, an estimated $282K.
Lloyd Advisory Services first reported a position in Calix in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Calix position peaked at $282K in Q3 2023.
263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.