Mach-1 Financial Group’s Calix CALX Stock Holding History

Mach-1 Financial Group’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 Q3	–	Sell	-11,991	Closed	-$598K	–	205
2023 Q2	$598K	Buy	+11,991	New	+$578K	0.17%	90
2023 Q1	–	Sell	-8,148	Closed	-$558K	–	279
2022 Q4	$558K	Buy	+8,148	New	+$548K	0.18%	112
2022 Q1	–	Sell	-9	Closed	–	–	223
2021 Q4	$0	Buy	+9	New	+$588	﹤0.01%	248
2021 Q2	–	Sell	-2	Closed	–	–	148
2021 Q1	$0	Buy	+2	New	+$74	﹤0.01%	175

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

GGHC

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mach-1 Financial Group's CALX Position: Q3 2023 in Review

Mach-1 Financial Group sold out of Calix (CALX) in Q3 2023, closing a stake of 11,991 shares — an estimated $598K sold.

Mach-1 Financial Group first reported a position in CALX in Q1 2021 and held it in 4 quarters. The position peaked at $598K in Q2 2023. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

Mach-1 Financial Group reported no remaining Calix position as of Q3 2023 after selling out during the quarter.
Mach-1 Financial Group sold 11,991 Calix shares in Q3 2023, an estimated $598K.
Mach-1 Financial Group first reported a position in Calix in Q1 2021 and held it in 4 quarters.
Mach-1 Financial Group's Calix position peaked at $598K in Q2 2023.
276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.