Valeo Financial Advisors’s Calix CALX Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-844	Closed	-$13K	–	1661
2020 Q2	$13K	Buy	+844	New	+$9.69K	﹤0.01%	1188

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Valeo Financial Advisors's CALX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Calix (CALX) in Q3 2020, closing a stake of 844 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in CALX in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 152 funds tracked by Wall St. Rank hold CALX as of Q3 2020.

Valeo Financial Advisors reported no remaining Calix position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 844 Calix shares in Q3 2020, an estimated $13K.
Valeo Financial Advisors first reported a position in Calix in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's Calix position peaked at $13K in Q2 2020.
152 funds tracked by Wall St. Rank held Calix as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.