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Moody Aldrich Partners’s Calix CALX Stock Holding History

Moody Aldrich Partners’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
-47,165
Closed -$2.53M – 159
2023
Q1 		$2.53M Sell
47,165
-2,824
-6% -$154K 0.51% 77
2022
Q4 		$3.42M Buy
+49,989
New +$3.36M 0.69% 63

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Moody Aldrich Partners's CALX Position: Q2 2023 in Review

Moody Aldrich Partners sold out of Calix (CALX) in Q2 2023, closing a stake of 47,165 shares — an estimated $2.53M sold.

Moody Aldrich Partners first reported a position in CALX in Q4 2022 and held it in 2 quarters. The position peaked at $3.42M in Q4 2022. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

  • Moody Aldrich Partners reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 47,165 Calix shares in Q2 2023, an estimated $2.53M.
  • Moody Aldrich Partners first reported a position in Calix in Q4 2022 and held it in 2 quarters.
  • Moody Aldrich Partners's Calix position peaked at $3.42M in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.