TFO Wealth Partners’s Calix CALX Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-1	Closed	-$33	–	169
2024 Q1	$33	Sell	1 -7	-88%	-$261	﹤0.01%	746
2023 Q4	$350	Hold	8	–	–	﹤0.01%	456
2023 Q3	$399	Buy	8 +7	+700%	+$317	﹤0.01%	528
2023 Q2	$50	Hold	1	–	–	﹤0.01%	765
2023 Q1	$54	Sell	1 -1	-50%	-$55	﹤0.01%	739
2022 Q4	$87	Buy	+2	New	+$134	﹤0.01%	798

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TFO Wealth Partners's CALX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Calix (CALX) in Q2 2024, closing a stake of 1 share — an estimated $33 sold.

TFO Wealth Partners first reported a position in CALX in Q4 2022 and held it in 6 quarters. The position peaked at $399 in Q3 2023. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

TFO Wealth Partners reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Calix share in Q2 2024, an estimated $33.
TFO Wealth Partners first reported a position in Calix in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Calix position peaked at $399 in Q3 2023.
254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.