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Mirabella Financial Services’s Calix CALX Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-5,254
Closed -$230K – 522
2023
Q4 		$230K Buy
+5,254
New +$210K 0.03% 336

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AllianceBernstein
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State Street
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mirabella Financial Services's CALX Position: Q1 2024 in Review

Mirabella Financial Services sold out of Calix (CALX) in Q1 2024, closing a stake of 5,254 shares — an estimated $230K sold.

Mirabella Financial Services first reported a position in CALX in Q4 2023 and held it in 1 quarter. The position peaked at $230K in Q4 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • Mirabella Financial Services reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 5,254 Calix shares in Q1 2024, an estimated $230K.
  • Mirabella Financial Services first reported a position in Calix in Q4 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Calix position peaked at $230K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.