Raymond James Financial Services Advisors’s Calix CALX Stock Holding History

Raymond James Financial Services Advisors’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	–	Sell	-8,889	Closed	-$407K	–	3321
2023 Q3	$407K	Sell	8,889 -2,000	-18%	-$90.5K	﹤0.01%	2445
2023 Q2	$543K	Sell	10,889 -1,412	-11%	-$68.1K	﹤0.01%	2301
2023 Q1	$659K	Sell	12,301 -500	-4%	-$27.3K	﹤0.01%	2160
2022 Q4	$876K	Sell	12,801 -800	-6%	-$53.8K	﹤0.01%	1927
2022 Q3	$832K	Buy	13,601 +15	+0.1%	+$802	﹤0.01%	1932
2022 Q2	$464K	Sell	13,586 -4,089	-23%	-$152K	﹤0.01%	2330
2022 Q1	$758K	Buy	+17,675	New	+$895K	﹤0.01%	2129
2020 Q3	–	Sell	-12,079	Closed	-$180K	–	2896
2020 Q2	$180K	Buy	+12,079	New	+$139K	﹤0.01%	2524

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

Raymond James Financial Services Advisors's CALX Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Calix (CALX) in Q4 2023, closing a stake of 8,889 shares — an estimated $407K sold.

Raymond James Financial Services Advisors first reported a position in CALX in Q2 2020 and held it in 8 quarters. The position peaked at $876K in Q4 2022. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 8,889 Calix shares in Q4 2023, an estimated $407K.
Raymond James Financial Services Advisors first reported a position in Calix in Q2 2020 and held it in 8 quarters.
Raymond James Financial Services Advisors's Calix position peaked at $876K in Q4 2022.
263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.