MFG
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Magnus Financial Group’s Calix CALX Stock Holding History

Magnus 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
2024
Q4 		– Sell
-5,430
Closed -$211K – 369
2024
Q3 		$211K Buy
+5,430
New +$200K 0.02% 315

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Magnus Financial Group's CALX Position: Q4 2024 in Review

Magnus Financial Group sold out of Calix (CALX) in Q4 2024, closing a stake of 5,430 shares — an estimated $211K sold.

Magnus Financial Group first reported a position in CALX in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Magnus Financial Group reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Magnus Financial Group sold 5,430 Calix shares in Q4 2024, an estimated $211K.
  • Magnus Financial Group first reported a position in Calix in Q3 2024 and held it in 1 quarter.
  • Magnus Financial Group's Calix position peaked at $211K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Magnus Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.