Aventura Private Wealth’s Caleres CAL Stock Holding History

Aventura Private Wealth’s Portfolio CAL Stock Details CAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18	Closed	-$417	–	788
2024 Q4	$417	Buy	+18	New	+$527	﹤0.01%	699

Other funds holding CAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Aventura Private Wealth's CAL Position: Q1 2025 in Review

Aventura Private Wealth sold out of Caleres (CAL) in Q1 2025, closing a stake of 18 shares — an estimated $417 sold.

Aventura Private Wealth first reported a position in CAL in Q4 2024 and held it in 1 quarter. The position peaked at $417 in Q4 2024. 184 funds tracked by Wall St. Rank hold CAL as of Q1 2025.

Aventura Private Wealth reported no remaining Caleres position as of Q1 2025 after selling out during the quarter.
Aventura Private Wealth sold 18 Caleres shares in Q1 2025, an estimated $417.
Aventura Private Wealth first reported a position in Caleres in Q4 2024 and held it in 1 quarter.
Aventura Private Wealth's Caleres position peaked at $417 in Q4 2024.
184 funds tracked by Wall St. Rank held Caleres as of Q1 2025.

Based on Aventura Private Wealth's 13F filing for Q1 2025, filed 7 Jan 2026.