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Redwood Wealth Management Group’s Calix CALX Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-284
Closed -$10.1K – 309
2024
Q2 		$10.1K Buy
+284
New +$9.14K 0.01% 589

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Redwood Wealth Management Group's CALX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Calix (CALX) in Q3 2024, closing a stake of 284 shares — an estimated $10.1K sold.

Redwood Wealth Management Group first reported a position in CALX in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Calix position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 284 Calix shares in Q3 2024, an estimated $10.1K.
  • Redwood Wealth Management Group first reported a position in Calix in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Calix position peaked at $10.1K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.