CA
CALX icon

CoreCap Advisors’s Calix CALX Stock Holding History

CoreCap 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
2025
Q2 		– Sell
-23
Closed -$815 – 2837
2025
Q1 		$815 Buy
+23
New +$853 ﹤0.01% 2572
2022
Q3 		– Sell
-35
Closed -$1K – 756
2022
Q2 		$1K Buy
+35
New +$1.3K ﹤0.01% 1958
2022
Q1 		– Sell
-10
Closed -$1K – 770
2021
Q4 		$1K Buy
+10
New +$653 ﹤0.01% 2066

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

CoreCap Advisors's CALX Position: Q2 2025 in Review

CoreCap Advisors sold out of Calix (CALX) in Q2 2025, closing a stake of 23 shares — an estimated $815 sold.

CoreCap Advisors first reported a position in CALX in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • CoreCap Advisors reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • CoreCap Advisors sold 23 Calix shares in Q2 2025, an estimated $815.
  • CoreCap Advisors first reported a position in Calix in Q4 2021 and held it in 3 quarters.
  • CoreCap Advisors's Calix position peaked at $1K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.