TCA
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Trifecta Capital Advisors’s Calix CALX Stock Holding History

Trifecta Capital Advisors’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
-1,191
Closed -$39.5K – 420
2024
Q1 		$39.5K Sell
1,191
-1,200
-50% -$44.7K 0.01% 148
2023
Q4 		$104K Hold
2,391
– – 0.03% 103
2023
Q3 		$110K Sell
2,391
-600
-20% -$27.2K 0.04% 98
2023
Q2 		$149K Hold
2,991
– – 0.05% 92
2023
Q1 		$160K Hold
2,991
– – 0.06% 92
2022
Q4 		$205K Buy
+2,991
New +$201K 0.08% 85

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
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

Trifecta Capital Advisors's CALX Position: Q2 2024 in Review

Trifecta Capital Advisors sold out of Calix (CALX) in Q2 2024, closing a stake of 1,191 shares — an estimated $39.5K sold.

Trifecta Capital Advisors first reported a position in CALX in Q4 2022 and held it in 6 quarters. The position peaked at $205K in Q4 2022. 254 funds tracked by Wall St. Rank hold CALX as of Q2 2024.

  • Trifecta Capital Advisors reported no remaining Calix position as of Q2 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,191 Calix shares in Q2 2024, an estimated $39.5K.
  • Trifecta Capital Advisors first reported a position in Calix in Q4 2022 and held it in 6 quarters.
  • Trifecta Capital Advisors's Calix position peaked at $205K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held Calix as of Q2 2024.

Based on Trifecta Capital Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.