CIA
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Cape Investment Advisory’s Calix CALX Stock Holding History

Cape Investment Advisory’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
2025
Q2 		– Sell
-155
Closed -$5.49K – 1185
2025
Q1 		$5.49K Hold
155
– – ﹤0.01% 727
2024
Q4 		$5.41K Hold
155
– – ﹤0.01% 719
2024
Q3 		$6.01K Buy
155
+45
+41% +$1.65K ﹤0.01% 666
2024
Q2 		$3.9K Buy
110
+82
+293% +$2.64K ﹤0.01% 713
2024
Q1 		$928 Buy
+28
New +$1.04K ﹤0.01% 850

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Cape Investment Advisory's CALX Position: Q2 2025 in Review

Cape Investment Advisory sold out of Calix (CALX) in Q2 2025, closing a stake of 155 shares — an estimated $5.49K sold.

Cape Investment Advisory first reported a position in CALX in Q1 2024 and held it in 5 quarters. The position peaked at $6.01K in Q3 2024. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Cape Investment Advisory reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 155 Calix shares in Q2 2025, an estimated $5.49K.
  • Cape Investment Advisory first reported a position in Calix in Q1 2024 and held it in 5 quarters.
  • Cape Investment Advisory's Calix position peaked at $6.01K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.