Pathstone Family Office’s Calix CALX Stock Holding History

Pathstone Family Office’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
2021 Q1	–	Sell	-400	Closed	-$12K	–	771
2020 Q4	$12K	Buy	+400	New	+$9.88K	﹤0.01%	840

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Pathstone Family Office's CALX Position: Q1 2021 in Review

Pathstone Family Office sold out of Calix (CALX) in Q1 2021, closing a stake of 400 shares — an estimated $12K sold.

Pathstone Family Office first reported a position in CALX in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 198 funds tracked by Wall St. Rank hold CALX as of Q1 2021.

Pathstone Family Office reported no remaining Calix position as of Q1 2021 after selling out during the quarter.
Pathstone Family Office sold 400 Calix shares in Q1 2021, an estimated $12K.
Pathstone Family Office first reported a position in Calix in Q4 2020 and held it in 1 quarter.
Pathstone Family Office's Calix position peaked at $12K in Q4 2020.
198 funds tracked by Wall St. Rank held Calix as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.