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Calix shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Calix (CALX) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Calix

Tip: Access up to 7 years of quarterly data

All positions including Calix held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calix by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $918k 28k 33.16

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Ishares Tr Core S&p500 Etf (IVV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Crowdstrike Hldgs Cl A (CRWD)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Calix

BlackRock
Vanguard Group
Alliancebernstein
TD Asset Management
Wellington Management Company
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Bank of New York Mellon
Geode Capital Management
Paradigm Capital Management
Artisan Partners Limited Partnership
Congress Asset Management
William Blair Investment Management
Morgan Stanley
Kornitzer Capital Management

View all funds holding Calix