OQS
CALX icon

Occudo Quantitative Strategies’s Calix CALX Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-6,986
Closed -$370K – 761
2025
Q4 		$370K Sell
6,986
-2,909
-29% -$169K 0.02% 452
2025
Q3 		$607K Sell
9,895
-85
-0.9% -$4.89K 0.07% 354
2025
Q2 		$531K Sell
9,980
-8,501
-46% -$364K 0.06% 344
2025
Q1 		$648K Buy
18,481
+1,996
+12% +$74.1K 0.09% 316
2024
Q4 		$575K Buy
+16,485
New +$580K 0.1% 282
2023
Q4 		– Sell
-22,531
Closed -$1.03M – 827
2023
Q3 		$1.03M Sell
22,531
-28,715
-56% -$1.3M 0.13% 245
2023
Q2 		$2.56M Sell
51,246
-17,400
-25% -$839K 0.27% 85
2023
Q1 		$3.68M Buy
68,646
+56,679
+474% +$3.09M 0.33% 74
2022
Q4 		$819K Buy
+11,967
New +$804K 0.1% 345

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return