RJA
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Raymond James & Associates’s Calix CALX Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-4,947
Closed -$396K – 4132
2021
Q4 		$396K Buy
4,947
+780
+19% +$50.9K ﹤0.01% 3262
2021
Q3 		$206K Buy
+4,167
New +$192K ﹤0.01% 3650

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James & Associates's CALX Position: Q1 2022 in Review

Raymond James & Associates sold out of Calix (CALX) in Q1 2022, closing a stake of 4,947 shares — an estimated $396K sold.

Raymond James & Associates first reported a position in CALX in Q3 2021 and held it in 2 quarters. The position peaked at $396K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • Raymond James & Associates reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
  • Raymond James & Associates sold 4,947 Calix shares in Q1 2022, an estimated $396K.
  • Raymond James & Associates first reported a position in Calix in Q3 2021 and held it in 2 quarters.
  • Raymond James & Associates's Calix position peaked at $396K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Raymond James & Associates's 13F filing for Q1 2022, filed 11 May 2022.