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Valley National Advisers’s Calix CALX Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-30
Closed -$1K – 809
2024
Q2 		$1K Buy
+30
New +$966 ﹤0.01% 1008
2023
Q4 		– Sell
-15
Closed -$1K – 1202
2023
Q3 		$1K Buy
+15
New +$679 ﹤0.01% 894

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Valley National Advisers's CALX Position: Q3 2024 in Review

Valley National Advisers sold out of Calix (CALX) in Q3 2024, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in CALX in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 241 funds tracked by Wall St. Rank hold CALX as of Q3 2024.

  • Valley National Advisers reported no remaining Calix position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 30 Calix shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Calix in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's Calix position peaked at $1K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Calix as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.