NA
CALX icon

Navellier & Associates’s Calix CALX Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-23,920
Closed -$1.19M – 315
2023
Q2 		$1.19M Sell
23,920
-1,920
-7% -$92.6K 0.23% 106
2023
Q1 		$1.38M Sell
25,840
-1,412
-5% -$77K 0.29% 96
2022
Q4 		$1.86M Sell
27,252
-2,088
-7% -$140K 0.38% 82
2022
Q3 		$1.79M Sell
29,340
-2,060
-7% -$110K 0.4% 78
2022
Q2 		$1.07M Sell
31,400
-20,371
-39% -$757K 0.23% 105
2022
Q1 		$2.22M Sell
51,771
-884
-2% -$44.7K 0.38% 88
2021
Q4 		$4.21M Buy
52,655
+2,030
+4% +$133K 0.61% 57
2021
Q3 		$2.5M Buy
50,625
+3,789
+8% +$175K 0.38% 83
2021
Q2 		$2.23M Buy
46,836
+9,773
+26% +$429K 0.34% 92
2021
Q1 		$1.28M Buy
+37,063
New +$1.37M 0.23% 112

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Navellier & Associates's CALX Position: Q3 2023 in Review

Navellier & Associates sold out of Calix (CALX) in Q3 2023, closing a stake of 23,920 shares — an estimated $1.19M sold.

Navellier & Associates first reported a position in CALX in Q1 2021 and held it in 10 quarters. The position peaked at $4.21M in Q4 2021. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

  • Navellier & Associates reported no remaining Calix position as of Q3 2023 after selling out during the quarter.
  • Navellier & Associates sold 23,920 Calix shares in Q3 2023, an estimated $1.19M.
  • Navellier & Associates first reported a position in Calix in Q1 2021 and held it in 10 quarters.
  • Navellier & Associates's Calix position peaked at $4.21M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

Based on Navellier & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.