Rise Advisors’s Calix CALX Stock Holding History

Rise 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
2025 Q1	–	Sell	-405	Closed	-$14.1K	–	1509
2024 Q4	$14.1K	Hold	405	–	–	0.01%	859
2024 Q3	$15.7K	Hold	405	–	–	0.01%	843
2024 Q2	$14.3K	Hold	405	–	–	0.01%	852
2024 Q1	$13.4K	Buy	+405	New	+$15.1K	0.01%	937

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

Rise Advisors's CALX Position: Q1 2025 in Review

Rise Advisors sold out of Calix (CALX) in Q1 2025, closing a stake of 405 shares — an estimated $14.1K sold.

Rise Advisors first reported a position in CALX in Q1 2024 and held it in 4 quarters. The position peaked at $15.7K in Q3 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

Rise Advisors reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 405 Calix shares in Q1 2025, an estimated $14.1K.
Rise Advisors first reported a position in Calix in Q1 2024 and held it in 4 quarters.
Rise Advisors's Calix position peaked at $15.7K in Q3 2024.
260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.