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Mackenzie Financial’s
Calix
CALX
Stock Holding History
Mackenzie Financial’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
2026
Q1
$3.55M
Buy
72,459
+14,402
+25%
+$756K
﹤0.01%
783
2025
Q4
$3.07M
Buy
58,057
+18,084
+45%
+$1.05M
﹤0.01%
744
2025
Q3
$2.45M
Buy
39,973
+11,712
+41%
+$674K
﹤0.01%
783
2025
Q2
$1.5M
Sell
28,261
-1,736
-6%
-$74.3K
﹤0.01%
895
2025
Q1
$1.06M
Buy
29,997
+6,287
+27%
+$233K
﹤0.01%
960
2024
Q4
$827K
Buy
23,710
+14,567
+159%
+$513K
﹤0.01%
991
2024
Q3
$355K
Buy
9,143
+2,132
+30%
+$78.3K
﹤0.01%
1119
2024
Q2
$248K
Buy
+7,011
New
+$226K
﹤0.01%
1258
2023
Q2
–
Sell
-5,393
Closed
-$289K
–
1525
2023
Q1
$289K
Buy
5,393
+204
+4%
+$11.1K
﹤0.01%
1197
2022
Q4
$355K
Buy
5,189
+1,353
+35%
+$90.9K
﹤0.01%
1039
2022
Q3
$235K
Buy
+3,836
New
+$205K
﹤0.01%
1182
2022
Q1
–
Sell
-3,097
Closed
-$248K
–
1421
2021
Q4
$248K
Buy
+3,097
New
+$202K
﹤0.01%
1238
2021
Q1
–
Sell
-18,581
Closed
-$553K
–
1127
2020
Q4
$553K
Sell
18,581
-22,289
-55%
-$550K
﹤0.01%
815
2020
Q3
$727K
Sell
40,870
-7,179
-15%
-$136K
﹤0.01%
730
2020
Q2
$716K
Sell
48,049
-62,382
-56%
-$716K
﹤0.01%
739
2020
Q1
$782K
Buy
110,431
+80,871
+274%
+$681K
﹤0.01%
703
2019
Q4
$236K
Buy
+29,560
New
+$220K
﹤0.01%
999
Other funds holding CALX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
CAM
Congress Asset Management
Boston, Massachusetts
$16.3B AUM
42.69%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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