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Spire Wealth Management’s Calix CALX Stock Holding History

Spire Wealth Management’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
-400
Closed -$32K – 2564
2021
Q4 		$32K Hold
400
– – ﹤0.01% 1912
2021
Q3 		$20K Buy
+400
New +$18.4K ﹤0.01% 1849
2021
Q2 		– Sell
-800
Closed -$28K – 2634
2021
Q1 		$28K Buy
+800
New +$29.6K ﹤0.01% 1994

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

Spire Wealth Management's CALX Position: Q1 2022 in Review

Spire Wealth Management sold out of Calix (CALX) in Q1 2022, closing a stake of 400 shares — an estimated $32K sold.

Spire Wealth Management first reported a position in CALX in Q1 2021 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

  • Spire Wealth Management reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 400 Calix shares in Q1 2022, an estimated $32K.
  • Spire Wealth Management first reported a position in Calix in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Calix position peaked at $32K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.