Sierra Ocean’s Calix CALX Stock Holding History

Sierra Ocean’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	-89	Closed	-$3.15K	–	1049
2025 Q1	$3.15K	Buy	+89	New	+$3.3K	﹤0.01%	685

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Sierra Ocean's CALX Position: Q2 2025 in Review

Sierra Ocean sold out of Calix (CALX) in Q2 2025, closing a stake of 89 shares — an estimated $3.15K sold.

Sierra Ocean first reported a position in CALX in Q1 2025 and held it in 1 quarter. The position peaked at $3.15K in Q1 2025. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

Sierra Ocean reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 89 Calix shares in Q2 2025, an estimated $3.15K.
Sierra Ocean first reported a position in Calix in Q1 2025 and held it in 1 quarter.
Sierra Ocean's Calix position peaked at $3.15K in Q1 2025.
295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.