RIL
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Rothschild Investment LLC’s Calix CALX Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$4.16K Sell
85
-5
-6% -$262 ﹤0.01% 2148
2025
Q4 		$4.76K Hold
90
– – ﹤0.01% 1912
2025
Q3 		$5.52K Sell
90
-20
-18% -$1.15K ﹤0.01% 1668
2025
Q2 		$5.85K Buy
110
+15
+16% +$642 ﹤0.01% 1435
2025
Q1 		$3.37K Buy
95
+35
+58% +$1.3K ﹤0.01% 1627
2024
Q4 		$2.09K Sell
60
-5
-8% -$176 ﹤0.01% 1775
2024
Q3 		$2.52K Buy
65
+30
+86% +$1.1K ﹤0.01% 1610
2024
Q2 		$1.24K Buy
35
+30
+600% +$966 ﹤0.01% 1554
2024
Q1 		$166 Buy
+5
New +$186 ﹤0.01% 1839

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VPM
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VCM
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State Street
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return