UWM
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Urban Wealth Management’s Calix CALX Stock Holding History

Urban Wealth 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
2022
Q2 		$5K Buy
+154
New +$5.72K 0.02% 240

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Urban Wealth Management's CALX Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Calix (CALX) in Q2 2022: 154 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings.

203 funds tracked by Wall St. Rank hold CALX as of Q2 2022.

  • Urban Wealth Management held 154 shares of Calix worth $5K as of Q2 2022.
  • Calix was a new Urban Wealth Management position in Q2 2022.
  • Calix made up 0.02% of Urban Wealth Management's portfolio in Q2 2022, its #240 holding.
  • 203 funds tracked by Wall St. Rank held Calix as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.