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Tradewinds Capital Management’s Calix CALX Stock Holding History

Tradewinds Capital Management’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
2021
Q1 		– Sell
-100
Closed -$3K – 748
2020
Q4 		$3K Buy
+100
New +$2.47K ﹤0.01% 553

Other funds holding CALX

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GGHC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradewinds Capital Management's CALX Position: Q1 2021 in Review

Tradewinds Capital Management sold out of Calix (CALX) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in CALX in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 198 funds tracked by Wall St. Rank hold CALX as of Q1 2021.

  • Tradewinds Capital Management reported no remaining Calix position as of Q1 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 100 Calix shares in Q1 2021, an estimated $3K.
  • Tradewinds Capital Management first reported a position in Calix in Q4 2020 and held it in 1 quarter.
  • Tradewinds Capital Management's Calix position peaked at $3K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Calix as of Q1 2021.

Based on Tradewinds Capital Management's 13F filing for Q1 2021, filed 23 Apr 2021.