Raffa Wealth Management’s Calix CALX Stock Holding History

Raffa Wealth Management’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
2022 Q4	–	Sell	-15	Closed	-$917	–	1081
2022 Q3	$917	Buy	+15	New	+$802	﹤0.01%	830

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

Raffa Wealth Management's CALX Position: Q4 2022 in Review

Raffa Wealth Management sold out of Calix (CALX) in Q4 2022, closing a stake of 15 shares — an estimated $917 sold.

Raffa Wealth Management first reported a position in CALX in Q3 2022 and held it in 1 quarter. The position peaked at $917 in Q3 2022. 274 funds tracked by Wall St. Rank hold CALX as of Q4 2022.

Raffa Wealth Management reported no remaining Calix position as of Q4 2022 after selling out during the quarter.
Raffa Wealth Management sold 15 Calix shares in Q4 2022, an estimated $917.
Raffa Wealth Management first reported a position in Calix in Q3 2022 and held it in 1 quarter.
Raffa Wealth Management's Calix position peaked at $917 in Q3 2022.
274 funds tracked by Wall St. Rank held Calix as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.