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Steward Financial Group’s Calix CALX Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+20
New +$905 ﹤0.01% 1349
2023
Q2 		– Sell
-26
Closed -$1K – 545
2023
Q1 		$1K Buy
26
+14
+117% +$763 ﹤0.01% 591
2022
Q4 		$0 Buy
+12
New +$807 ﹤0.01% 579
2022
Q3 		– Sell
-2
Closed – – 266
2022
Q2 		$0 Buy
+2
New +$74 ﹤0.01% 1010

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Steward Financial Group's CALX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Calix (CALX) in Q3 2023: 20 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CALX as recently as Q1 2023.

Steward Financial Group first reported a position in CALX in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

  • Steward Financial Group held 20 shares of Calix worth $0 as of Q3 2023.
  • Calix was a new Steward Financial Group position in Q3 2023.
  • Calix made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1349 holding.
  • Steward Financial Group first reported a position in Calix in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Calix position peaked at $1K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.