Symmetry Peak Management’s Calix CALX Stock Holding History

Symmetry Peak Management’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 Q4	–	Sell	-40,900	Closed	-$2.51M	–	89
2025 Q3	$2.51M	Buy	+40,900	New	+$2.36M	0.54%	35
2022 Q4	–	Sell	-3,500	Closed	-$214K	–	135
2022 Q3	$214K	Buy	+3,500	New	+$187K	0.25%	45
2018 Q4	–	Sell	-50,000	Closed	-$405K	–	68
2018 Q3	$405K	Buy	+50,000	New	+$382K	0.14%	106
2017 Q1	–	Sell	-50,000	Closed	-$385K	–	135
2016 Q4	$385K	Sell	50,000 -414,000	-89%	-$3.01M	0.13%	73
2016 Q3	$3.41M	Buy	464,000 +264,000	+132%	+$1.98M	0.36%	38
2016 Q2	$1.38M	Buy	+200,000	New	+$1.37M	0.23%	50
2013 Q3	–	Sell	-30,000	Closed	-$303K	–	141
2013 Q2	$303K	Buy	+30,000	New	+$279K	0.06%	113

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Symmetry Peak Management's CALX Position: Q4 2018 in Review

Symmetry Peak Management sold out of Calix (CALX) in Q4 2018, closing a stake of 53,000 shares — an estimated $429K sold.

Symmetry Peak Management first reported a position in CALX in Q2 2013 and held it in 9 quarters. The position peaked at $10.2M in Q2 2013. 119 funds tracked by Wall St. Rank hold CALX as of Q4 2018.

Symmetry Peak Management reported no remaining Calix position as of Q4 2018 after selling out during the quarter.
Symmetry Peak Management sold 53,000 Calix shares in Q4 2018, an estimated $429K.
Symmetry Peak Management first reported a position in Calix in Q2 2013 and held it in 9 quarters.
Symmetry Peak Management's Calix position peaked at $10.2M in Q2 2013.
119 funds tracked by Wall St. Rank held Calix as of Q4 2018.

Based on Symmetry Peak Management's 13F filing for Q4 2018, filed 14 Feb 2019.