TCI Wealth Advisors’s Calix CALX Stock Holding History

TCI 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 Q2	–	Sell	-246	Closed	-$13.2K	–	519
2023 Q1	$13.2K	Sell	246 -1	-0.4%	-$55	﹤0.01%	919
2022 Q4	$16.9K	Hold	247	–	–	﹤0.01%	781
2022 Q3	$15K	Buy	247 +40	+19%	+$2.14K	﹤0.01%	789
2022 Q2	$7K	Buy	207 +29	+16%	+$1.08K	﹤0.01%	1218
2022 Q1	$8K	Sell	178 -56	-24%	-$2.83K	﹤0.01%	1230
2021 Q4	$19K	Buy	234 +56	+31%	+$3.66K	﹤0.01%	730
2021 Q3	$9K	Hold	178	–	–	﹤0.01%	1147
2021 Q2	$8K	Buy	178 +54	+44%	+$2.37K	﹤0.01%	1094
2021 Q1	$4K	Buy	+124	New	+$4.59K	﹤0.01%	1345
2019 Q3	–	Sell	-240	Closed	-$2K	–	1505
2019 Q2	$2K	Hold	240	–	–	﹤0.01%	983
2019 Q1	$2K	Hold	240	–	–	﹤0.01%	1001
2018 Q4	$2K	Hold	240	–	–	﹤0.01%	967
2018 Q3	$2K	Hold	240	–	–	﹤0.01%	1010
2018 Q2	$2K	Hold	240	–	–	﹤0.01%	1039
2018 Q1	$2K	Buy	+240	New	+$1.55K	﹤0.01%	942

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TCI Wealth Advisors's CALX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Calix (CALX) in Q2 2023, closing a stake of 246 shares — an estimated $13.2K sold.

TCI Wealth Advisors first reported a position in CALX in Q1 2018 and held it in 15 quarters. The position peaked at $19K in Q4 2021. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

TCI Wealth Advisors reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 246 Calix shares in Q2 2023, an estimated $13.2K.
TCI Wealth Advisors first reported a position in Calix in Q1 2018 and held it in 15 quarters.
TCI Wealth Advisors's Calix position peaked at $19K in Q4 2021.
267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.