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Macroview Investment Management’s Calix CALX Stock Holding History

Macroview Investment Management’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
-89
Closed -$4.08K – 656
2023
Q3 		$4.08K Sell
89
-166
-65% -$7.51K 0.01% 476
2023
Q2 		$12.7K Buy
255
+50
+24% +$2.41K 0.02% 176
2023
Q1 		$11K Buy
205
+42
+26% +$2.29K 0.02% 236
2022
Q4 		$11.2K Buy
+163
New +$11K 0.02% 207
2022
Q1 		– Sell
-257
Closed -$21K – 433
2021
Q4 		$21K Buy
+257
New +$16.8K 0.03% 127
2021
Q3 		– Sell
-94
Closed -$4K – 395
2021
Q2 		$4K Sell
94
-9
-9% -$395 0.01% 263
2021
Q1 		$4K Sell
103
-12
-10% -$444 0.01% 222
2020
Q4 		$3K Buy
+115
New +$2.84K ﹤0.01% 268

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macroview Investment Management's CALX Position: Q4 2023 in Review

Macroview Investment Management sold out of Calix (CALX) in Q4 2023, closing a stake of 89 shares — an estimated $4.08K sold.

Macroview Investment Management first reported a position in CALX in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Macroview Investment Management reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 89 Calix shares in Q4 2023, an estimated $4.08K.
  • Macroview Investment Management first reported a position in Calix in Q4 2020 and held it in 8 quarters.
  • Macroview Investment Management's Calix position peaked at $21K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.