Standard Family Office’s Calix CALX Stock Holding History

Standard Family Office’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 Q4	–	Sell	-40	Closed	-$2K	–	69
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	377
2022 Q2	$1K	Buy	+40	New	+$1.49K	0.01%	191

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Standard Family Office's CALX Position: Q4 2022 in Review

Standard Family Office sold out of Calix (CALX) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Standard Family Office first reported a position in CALX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 274 funds tracked by Wall St. Rank hold CALX as of Q4 2022.

Standard Family Office reported no remaining Calix position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 40 Calix shares in Q4 2022, an estimated $2K.
Standard Family Office first reported a position in Calix in Q2 2022 and held it in 2 quarters.
Standard Family Office's Calix position peaked at $2K in Q3 2022.
274 funds tracked by Wall St. Rank held Calix as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.