Truist Financial
CALX icon

Truist Financial’s Calix CALX Stock Holding History

Truist Financial’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
Q1 		– Sell
-22,052
Closed -$963K – 2630
2023
Q4 		$963K Sell
22,052
-3,450
-14% -$138K ﹤0.01% 1618
2023
Q3 		$1.17M Buy
25,502
+5,422
+27% +$245K ﹤0.01% 1490
2023
Q2 		$1M Buy
20,080
+2,604
+15% +$126K ﹤0.01% 1586
2023
Q1 		$937K Buy
17,476
+4,403
+34% +$240K ﹤0.01% 1590
2022
Q4 		$895K Buy
13,073
+2,425
+23% +$163K ﹤0.01% 1606
2022
Q3 		$651K Sell
10,648
-1,198
-10% -$64K ﹤0.01% 1688
2022
Q2 		$404K Buy
11,846
+3,690
+45% +$137K ﹤0.01% 2038
2022
Q1 		$350K Buy
+8,156
New +$413K ﹤0.01% 2205
2021
Q2 		– Sell
-7,135
Closed -$247K – 2717
2021
Q1 		$247K Buy
+7,135
New +$264K ﹤0.01% 2406

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Truist Financial's CALX Position: Q1 2024 in Review

Truist Financial sold out of Calix (CALX) in Q1 2024, closing a stake of 22,052 shares — an estimated $963K sold.

Truist Financial first reported a position in CALX in Q1 2021 and held it in 9 quarters. The position peaked at $1.17M in Q3 2023. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2024.

  • Truist Financial reported no remaining Calix position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 22,052 Calix shares in Q1 2024, an estimated $963K.
  • Truist Financial first reported a position in Calix in Q1 2021 and held it in 9 quarters.
  • Truist Financial's Calix position peaked at $1.17M in Q3 2023.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.