TPCW
CALX icon

TD Private Client Wealth’s Calix CALX Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-39
Closed -$1.38K – 1424
2025
Q1 		$1.38K Sell
39
-156
-80% -$5.79K ﹤0.01% 1250
2024
Q4 		$6.8K Buy
195
+156
+400% +$5.49K ﹤0.01% 1085
2024
Q3 		$1.51K Buy
39
+21
+117% +$772 ﹤0.01% 1210
2024
Q2 		$638 Buy
+18
New +$579 ﹤0.01% 1185

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

TD Private Client Wealth's CALX Position: Q2 2025 in Review

TD Private Client Wealth sold out of Calix (CALX) in Q2 2025, closing a stake of 39 shares — an estimated $1.38K sold.

TD Private Client Wealth first reported a position in CALX in Q2 2024 and held it in 4 quarters. The position peaked at $6.8K in Q4 2024. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • TD Private Client Wealth reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 39 Calix shares in Q2 2025, an estimated $1.38K.
  • TD Private Client Wealth first reported a position in Calix in Q2 2024 and held it in 4 quarters.
  • TD Private Client Wealth's Calix position peaked at $6.8K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.