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Sutton Wealth Advisors’s Calix CALX Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-10
Closed -$684 – 923
2022
Q4 		$684 Hold
10
– – ﹤0.01% 1428
2022
Q3 		$611 Sell
10
-4
-29% -$214 ﹤0.01% 1431
2022
Q2 		$478 Sell
14
-6
-30% -$223 ﹤0.01% 1469
2022
Q1 		$858 Buy
+20
New +$1.01K ﹤0.01% 1383

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's CALX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Calix (CALX) in Q1 2023, closing a stake of 10 shares — an estimated $684 sold.

Sutton Wealth Advisors first reported a position in CALX in Q1 2022 and held it in 4 quarters. The position peaked at $858 in Q1 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Calix shares in Q1 2023, an estimated $684.
  • Sutton Wealth Advisors first reported a position in Calix in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Calix position peaked at $858 in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.