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TwinBeech Capital’s Calix CALX Stock Holding History

TwinBeech Capital’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
2026
Q1 		– Sell
-12,770
Closed -$676K – 593
2025
Q4 		$676K Buy
+12,770
New +$744K 0.05% 366
2024
Q1 		– Sell
-17,100
Closed -$747K – 577
2023
Q4 		$747K Buy
+17,100
New +$684K 0.01% 517
2022
Q2 		– Sell
-75,810
Closed -$3.25M – 517
2022
Q1 		$3.25M Buy
+75,810
New +$3.84M 0.14% 188
2021
Q3 		– Sell
-12,965
Closed -$616K – 591
2021
Q2 		$616K Buy
12,965
+813
+7% +$35.7K 0.07% 281
2021
Q1 		$421K Buy
+12,152
New +$450K 0.06% 322

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return