Putnam Investments’s Calix CALX Stock Holding History

Putnam Investments’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 Q4	$1.87M	Sell	42,834 -1,356	-3%	-$54.2K	﹤0.01%	766
2023 Q3	$2.03M	Sell	44,190 -1,095	-2%	-$49.6K	﹤0.01%	719
2023 Q2	$2.26M	Buy	45,285 +24,631	+119%	+$1.19M	﹤0.01%	711
2023 Q1	$1.11M	Sell	20,654 -872	-4%	-$47.5K	﹤0.01%	845
2022 Q4	$1.47M	Sell	21,526 -12	-0.1%	-$807	﹤0.01%	779
2022 Q3	$1.32M	Buy	+21,538	New	+$1.15M	﹤0.01%	810
2022 Q1	–	Sell	-45,636	Closed	-$3.65M	–	1188
2021 Q4	$3.65M	Buy	+45,636	New	+$2.98M	0.01%	640
2014 Q2	–	Sell	-72,713	Closed	-$613K	–	1465
2014 Q1	$613K	Sell	72,713 -3,698	-5%	-$31K	﹤0.01%	1309
2013 Q4	$737K	Sell	76,411 -1,125	-1%	-$12K	﹤0.01%	1270
2013 Q3	$987K	Buy	+77,536	New	+$949K	﹤0.01%	1217

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

GGHC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Putnam Investments's CALX Position: Q4 2023 in Review

Putnam Investments reduced its Calix (CALX) stake by 3.1% in Q4 2023, selling an estimated $54.2K and leaving 42,834 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Putnam Investments first reported a position in CALX in Q3 2013 and has held it in 10 quarters since. The position peaked at $3.65M in Q4 2021. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

Putnam Investments held 42,834 shares of Calix worth $1.87M as of Q4 2023.
Putnam Investments sold 1,356 Calix shares in Q4 2023, an estimated $54.2K.
Calix made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #766 holding.
Putnam Investments first reported a position in Calix in Q3 2013 and has held it in 10 quarters since.
Putnam Investments's Calix position peaked at $3.65M in Q4 2021.
263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.