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Pictet Asset Management (Switzerland)’s Calix CALX Stock Holding History

Pictet Asset Management (Switzerland)’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 		$354K Hold
7,097
– – ﹤0.01% 1421
2023
Q1 		$380K Hold
7,097
– – ﹤0.01% 1385
2022
Q4 		$486K Buy
+7,097
New +$477K ﹤0.01% 1263
2022
Q1 		– Sell
-3,251
Closed -$260K – 1691
2021
Q4 		$260K Buy
+3,251
New +$212K ﹤0.01% 1467

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Pictet Asset Management (Switzerland)'s CALX Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Calix (CALX) position steady in Q2 2023 at 7,097 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Pictet Asset Management (Switzerland) first reported a position in CALX in Q4 2021 and has held it in 4 quarters since. The position peaked at $486K in Q4 2022. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 7,097 shares of Calix worth $354K as of Q2 2023.
  • Pictet Asset Management (Switzerland) left its Calix share count unchanged in Q2 2023.
  • Calix made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1421 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Calix in Q4 2021 and has held it in 4 quarters since.
  • Pictet Asset Management (Switzerland)'s Calix position peaked at $486K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.