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JCIA
Jackson Creek Investment Advisors’s
Calix
CALX
Stock Holding History
Jackson Creek Investment 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
2026
Q1
$1.79M
Sell
36,448
-1,982
-5%
-$104K
0.53%
63
2025
Q4
$2.03M
Sell
38,430
-129
-0.3%
-$7.51K
0.6%
32
2025
Q3
$2.37M
Sell
38,559
-14
-0%
-$806
0.68%
18
2025
Q2
$2.05M
Buy
+38,573
New
+$1.65M
0.55%
27
2024
Q1
–
Sell
-20,240
Closed
-$884K
–
309
2023
Q4
$884K
Sell
20,240
-4
-0%
-$160
0.34%
164
2023
Q3
$928K
Sell
20,244
-17
-0.1%
-$770
0.39%
99
2023
Q2
$1.01M
Buy
+20,261
New
+$977K
0.4%
77
2021
Q3
–
Sell
-23,053
Closed
-$1.09M
–
302
2021
Q2
$1.09M
Sell
23,053
-13,524
-37%
-$594K
0.41%
99
2021
Q1
$1.27M
Sell
36,577
-1,086
-3%
-$40.2K
0.44%
61
2020
Q4
$1.12M
Sell
37,663
-68
-0.2%
-$1.68K
0.44%
62
2020
Q3
$671K
Buy
+37,731
New
+$712K
0.3%
185
Other funds holding CALX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
CAM
Congress Asset Management
Boston, Massachusetts
$16.3B AUM
42.69%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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