Moisand Fitzgerald Tamayo’s Calix CALX Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-21	Closed	-$1.13K	–	753
2023 Q1	$1.13K	Buy	+21	New	+$1.15K	﹤0.01%	659

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GGHC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's CALX Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Calix (CALX) in Q2 2023, closing a stake of 21 shares — an estimated $1.13K sold.

Moisand Fitzgerald Tamayo first reported a position in CALX in Q1 2023 and held it in 1 quarter. The position peaked at $1.13K in Q1 2023. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 21 Calix shares in Q2 2023, an estimated $1.13K.
Moisand Fitzgerald Tamayo first reported a position in Calix in Q1 2023 and held it in 1 quarter.
Moisand Fitzgerald Tamayo's Calix position peaked at $1.13K in Q1 2023.
267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.