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CALX icon

Olympiad Research’s Calix CALX Stock Holding History

Olympiad Research’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
Q2 		– Sell
-10,961
Closed -$363K – 370
2024
Q1 		$363K Buy
10,961
+3,026
+38% +$113K 0.24% 145
2023
Q4 		$347K Buy
+7,935
New +$317K 0.27% 131
2021
Q4 		– Sell
-7,090
Closed -$350K – 263
2021
Q3 		$350K Buy
7,090
+209
+3% +$9.64K 0.11% 168
2021
Q2 		$327K Buy
+6,881
New +$302K 0.11% 168
2021
Q1 		– Sell
-6,901
Closed -$205K – 176
2020
Q4 		$205K Sell
6,901
-24,443
-78% -$603K 0.12% 111
2020
Q3 		$557K Buy
31,344
+8,957
+40% +$169K 0.28% 49
2020
Q2 		$334K Buy
+22,387
New +$257K 0.24% 84

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
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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Olympiad Research's CALX Position: Q2 2024 in Review

Olympiad Research sold out of Calix (CALX) in Q2 2024, closing a stake of 10,961 shares — an estimated $363K sold.

Olympiad Research first reported a position in CALX in Q2 2020 and held it in 7 quarters. The position peaked at $557K in Q3 2020. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

  • Olympiad Research reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
  • Olympiad Research sold 10,961 Calix shares in Q2 2024, an estimated $363K.
  • Olympiad Research first reported a position in Calix in Q2 2020 and held it in 7 quarters.
  • Olympiad Research's Calix position peaked at $557K in Q3 2020.
  • 254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on Olympiad Research's 13F filing for Q2 2024, filed 12 Aug 2024.