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Systematic Financial Management’s Calix CALX Stock Holding History

Systematic Financial 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
2023
Q2 		– Sell
-3,174
Closed -$170K – 248
2023
Q1 		$170K Buy
+3,174
New +$173K 0.01% 253
2015
Q1 		– Sell
-473,510
Closed -$4.74M – 667
2014
Q4 		$4.74M Buy
473,510
+64,425
+16% +$641K 0.04% 352
2014
Q3 		$3.91M Buy
+409,085
New +$3.8M 0.03% 355
2013
Q3 		– Sell
-339,250
Closed -$3.43M – 650
2013
Q2 		$3.43M Buy
+339,250
New +$3.16M 0.03% 340

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Systematic Financial Management's CALX Position: Q2 2023 in Review

Systematic Financial Management sold out of Calix (CALX) in Q2 2023, closing a stake of 3,174 shares — an estimated $170K sold.

Systematic Financial Management first reported a position in CALX in Q2 2013 and held it in 4 quarters. The position peaked at $4.74M in Q4 2014. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

  • Systematic Financial Management reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 3,174 Calix shares in Q2 2023, an estimated $170K.
  • Systematic Financial Management first reported a position in Calix in Q2 2013 and held it in 4 quarters.
  • Systematic Financial Management's Calix position peaked at $4.74M in Q4 2014.
  • 267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.