O'Neil Global Advisors’s Calix CALX Stock Holding History

O'Neil Global Advisors’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 Q1	–	Sell	-8,393	Closed	-$574K	–	68
2022 Q4	$574K	Buy	+8,393	New	+$564K	2.65%	10

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

GGHC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

O'Neil Global Advisors's CALX Position: Q1 2023 in Review

O'Neil Global Advisors sold out of Calix (CALX) in Q1 2023, closing a stake of 8,393 shares — an estimated $574K sold.

O'Neil Global Advisors first reported a position in CALX in Q4 2022 and held it in 1 quarter. The position peaked at $574K in Q4 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

O'Neil Global Advisors reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
O'Neil Global Advisors sold 8,393 Calix shares in Q1 2023, an estimated $574K.
O'Neil Global Advisors first reported a position in Calix in Q4 2022 and held it in 1 quarter.
O'Neil Global Advisors's Calix position peaked at $574K in Q4 2022.
271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on O'Neil Global Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.