PVH
CALX icon

Psagot Value Holdings’s Calix CALX Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-179
Closed -$8K – 205
2023
Q4 		$8K Buy
179
+66
+58% +$2.64K ﹤0.01% 356
2023
Q3 		$5K Buy
113
+59
+109% +$2.67K ﹤0.01% 379
2023
Q2 		$3K Buy
54
+20
+59% +$964 ﹤0.01% 388
2023
Q1 		$2K Buy
+34
New +$1.85K ﹤0.01% 408
2021
Q2 		– Sell
-856,313
Closed -$29.7M – 439
2021
Q1 		$29.7M Sell
856,313
-191,350
-18% -$7.09M 0.67% 43
2020
Q4 		$31.2M Buy
+1,047,663
New +$25.9M 0.72% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Psagot Value Holdings's CALX Position: Q1 2024 in Review

Psagot Value Holdings sold out of Calix (CALX) in Q1 2024, closing a stake of 179 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in CALX in Q4 2020 and held it in 6 quarters. The position peaked at $31.2M in Q4 2020. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • Psagot Value Holdings reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 179 Calix shares in Q1 2024, an estimated $8K.
  • Psagot Value Holdings first reported a position in Calix in Q4 2020 and held it in 6 quarters.
  • Psagot Value Holdings's Calix position peaked at $31.2M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.