TFF
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The Family Firm’s Calix CALX Stock Holding History

The Family Firm’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
Q3 		– Sell
-275
Closed -$9.74K – 296
2024
Q2 		$9.74K Buy
+275
New +$8.85K ﹤0.01% 681

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
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
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

The Family Firm's CALX Position: Q3 2024 in Review

The Family Firm sold out of Calix (CALX) in Q3 2024, closing a stake of 275 shares — an estimated $9.74K sold.

The Family Firm first reported a position in CALX in Q2 2024 and held it in 1 quarter. The position peaked at $9.74K in Q2 2024. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

  • The Family Firm reported no remaining Calix position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 275 Calix shares in Q3 2024, an estimated $9.74K.
  • The Family Firm first reported a position in Calix in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Calix position peaked at $9.74K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.