SI
CALX icon

Stephens Inc’s Calix CALX Stock Holding History

Stephens Inc’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
2020
Q4 		– Sell
-75,215
Closed -$1.34M – 1226
2020
Q3 		$1.34M Buy
+75,215
New +$1.42M 0.03% 472
2016
Q2 		– Sell
-12,647
Closed -$90K – 771
2016
Q1 		$90K Sell
12,647
-20,407
-62% -$144K ﹤0.01% 701
2015
Q4 		$260K Sell
33,054
-217,412
-87% -$1.7M 0.01% 578
2015
Q3 		$1.95M Sell
250,466
-25,026
-9% -$190K 0.1% 217
2015
Q2 		$2.1M Sell
275,492
-31,939
-10% -$260K 0.1% 243
2015
Q1 		$2.58M Sell
307,431
-85,870
-22% -$771K 0.12% 204
2014
Q4 		$3.94M Buy
393,301
+295,698
+303% +$2.94M 0.19% 127
2014
Q3 		$934K Buy
97,603
+8,603
+10% +$79.9K 0.05% 347
2014
Q2 		$728K Buy
+89,000
New +$728K 0.04% 396

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Stephens Inc's CALX Position: Q4 2020 in Review

Stephens Inc sold out of Calix (CALX) in Q4 2020, closing a stake of 75,215 shares — an estimated $1.34M sold.

Stephens Inc first reported a position in CALX in Q2 2014 and held it in 9 quarters. The position peaked at $3.94M in Q4 2014. 192 funds tracked by Wall St. Rank hold CALX as of Q4 2020.

  • Stephens Inc reported no remaining Calix position as of Q4 2020 after selling out during the quarter.
  • Stephens Inc sold 75,215 Calix shares in Q4 2020, an estimated $1.34M.
  • Stephens Inc first reported a position in Calix in Q2 2014 and held it in 9 quarters.
  • Stephens Inc's Calix position peaked at $3.94M in Q4 2014.
  • 192 funds tracked by Wall St. Rank held Calix as of Q4 2020.

Based on Stephens Inc's 13F filing for Q4 2020, filed 10 Feb 2021.