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New Age Alpha Advisors’s Calix CALX Stock Holding History

New Age Alpha 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
-76,838
Closed -$2.72M – 858
2025
Q1 		$2.72M Sell
76,838
-8,664
-10% -$321K 0.12% 250
2024
Q4 		$2.98M Buy
+85,502
New +$3.01M 0.12% 244

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

New Age Alpha Advisors's CALX Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Calix (CALX) in Q2 2025, closing a stake of 76,838 shares — an estimated $2.72M sold.

New Age Alpha Advisors first reported a position in CALX in Q4 2024 and held it in 2 quarters. The position peaked at $2.98M in Q4 2024. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 76,838 Calix shares in Q2 2025, an estimated $2.72M.
  • New Age Alpha Advisors first reported a position in Calix in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's Calix position peaked at $2.98M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.