RWML
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RAFFA WEALTH MANAGEMENT, LLC’s Calix CALX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q4 		– Sell
-15
Closed -$917 – 1081
2022
Q3 		$917 Buy
+15
New +$802 ﹤0.01% 830

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CALX Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Calix (CALX) in Q4 2022, closing a stake of 15 shares — an estimated $917 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CALX in Q3 2022 and held it in 1 quarter. The position peaked at $917 in Q3 2022. 274 funds tracked by Wall St. Rank hold CALX as of Q4 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Calix position as of Q4 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 15 Calix shares in Q4 2022, an estimated $917.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Calix in Q3 2022 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Calix position peaked at $917 in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Calix as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.