Triad Wealth Partners’s Calix CALX Stock Holding History

Triad 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 Q3	–	Sell	-66	Closed	-$2.34K	–	183
2024 Q2	$2.34K	Buy	+66	New	+$2.13K	﹤0.01%	731

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

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Triad Wealth Partners's CALX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Calix (CALX) in Q3 2024, closing a stake of 66 shares — an estimated $2.34K sold.

Triad Wealth Partners first reported a position in CALX in Q2 2024 and held it in 1 quarter. The position peaked at $2.34K in Q2 2024. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

Triad Wealth Partners reported no remaining Calix position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 66 Calix shares in Q3 2024, an estimated $2.34K.
Triad Wealth Partners first reported a position in Calix in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Calix position peaked at $2.34K in Q2 2024.
241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.