Manchester Financial’s Calix CALX Stock Holding History

Manchester 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
2021 Q2	–	Sell	-319	Closed	-$11K	–	170
2021 Q1	$11K	Hold	319	–	–	0.01%	406
2020 Q4	$9K	Hold	319	–	–	0.01%	375
2020 Q3	$6K	Hold	319	–	–	﹤0.01%	364
2020 Q2	$5K	Hold	319	–	–	﹤0.01%	375
2020 Q1	$2K	Hold	319	–	–	﹤0.01%	418
2019 Q4	$3K	Buy	+319	New	+$2.38K	﹤0.01%	465
2019 Q3	–	Sell	-319	Closed	-$2K	–	109
2019 Q2	$2K	Buy	+319	New	+$2.15K	﹤0.01%	435

Other funds holding CALX

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

GGHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Manchester Financial's CALX Position: Q2 2021 in Review

Manchester Financial sold out of Calix (CALX) in Q2 2021, closing a stake of 319 shares — an estimated $11K sold.

Manchester Financial first reported a position in CALX in Q2 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 183 funds tracked by Wall St. Rank hold CALX as of Q2 2021.

Manchester Financial reported no remaining Calix position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 319 Calix shares in Q2 2021, an estimated $11K.
Manchester Financial first reported a position in Calix in Q2 2019 and held it in 7 quarters.
Manchester Financial's Calix position peaked at $11K in Q1 2021.
183 funds tracked by Wall St. Rank held Calix as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.