Westwood Holdings Group’s Calix CALX Stock Holding History

Westwood Holdings Group’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
2023 Q2	–	Sell	-5,225	Closed	-$280K	–	493
2023 Q1	$280K	Buy	+5,225	New	+$285K	﹤0.01%	445

Other funds holding CALX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Westwood Holdings Group's CALX Position: Q2 2023 in Review

Westwood Holdings Group sold out of Calix (CALX) in Q2 2023, closing a stake of 5,225 shares — an estimated $280K sold.

Westwood Holdings Group first reported a position in CALX in Q1 2023 and held it in 1 quarter. The position peaked at $280K in Q1 2023. 267 funds tracked by Wall St. Rank hold CALX as of Q2 2023.

Westwood Holdings Group reported no remaining Calix position as of Q2 2023 after selling out during the quarter.
Westwood Holdings Group sold 5,225 Calix shares in Q2 2023, an estimated $280K.
Westwood Holdings Group first reported a position in Calix in Q1 2023 and held it in 1 quarter.
Westwood Holdings Group's Calix position peaked at $280K in Q1 2023.
267 funds tracked by Wall St. Rank held Calix as of Q2 2023.

Based on Westwood Holdings Group's 13F filing for Q2 2023, filed 11 Aug 2023.