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Wipfli Financial Advisors’s Calix CALX Stock Holding History

Wipfli 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
2022
Q3 		$31K Buy
+501
New +$26.8K ﹤0.01% 1345

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
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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's CALX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Calix (CALX) in Q3 2022: 501 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings.

230 funds tracked by Wall St. Rank hold CALX as of Q3 2022.

  • Wipfli Financial Advisors held 501 shares of Calix worth $31K as of Q3 2022.
  • Calix was a new Wipfli Financial Advisors position in Q3 2022.
  • Calix made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1345 holding.
  • 230 funds tracked by Wall St. Rank held Calix as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.