Maxi Investments CY’s Calix CALX Stock Holding History

Maxi Investments CY’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
2025 Q1	–	Sell	-16,798	Closed	-$586K	–	123
2024 Q4	$586K	Buy	+16,798	New	+$591K	0.11%	115

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Maxi Investments CY's CALX Position: Q1 2025 in Review

Maxi Investments CY sold out of Calix (CALX) in Q1 2025, closing a stake of 16,798 shares — an estimated $586K sold.

Maxi Investments CY first reported a position in CALX in Q4 2024 and held it in 1 quarter. The position peaked at $586K in Q4 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

Maxi Investments CY reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
Maxi Investments CY sold 16,798 Calix shares in Q1 2025, an estimated $586K.
Maxi Investments CY first reported a position in Calix in Q4 2024 and held it in 1 quarter.
Maxi Investments CY's Calix position peaked at $586K in Q4 2024.
260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Maxi Investments CY's 13F filing for Q1 2025, filed 9 May 2025.