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Toth Financial Advisory’s Calix CALX Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-200
Closed -$13.7K – 819
2022
Q4 		$13.7K Hold
200
– – ﹤0.01% 413
2022
Q3 		$12K Hold
200
– – ﹤0.01% 432
2022
Q2 		$7K Hold
200
– – ﹤0.01% 470
2022
Q1 		$9K Buy
+200
New +$10.1K ﹤0.01% 484

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's CALX Position: Q1 2023 in Review

Toth Financial Advisory sold out of Calix (CALX) in Q1 2023, closing a stake of 200 shares — an estimated $13.7K sold.

Toth Financial Advisory first reported a position in CALX in Q1 2022 and held it in 4 quarters. The position peaked at $13.7K in Q4 2022. 271 funds tracked by Wall St. Rank hold CALX as of Q1 2023.

  • Toth Financial Advisory reported no remaining Calix position as of Q1 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 200 Calix shares in Q1 2023, an estimated $13.7K.
  • Toth Financial Advisory first reported a position in Calix in Q1 2022 and held it in 4 quarters.
  • Toth Financial Advisory's Calix position peaked at $13.7K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Calix as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.