Avior Wealth Management’s Caleres CAL Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-7	Closed	-$287	–	2489
2024 Q1	$287	Buy	+7	New	+$244	﹤0.01%	2740

Other funds holding CAL

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Avior Wealth Management's CAL Position: Q2 2024 in Review

Avior Wealth Management sold out of Caleres (CAL) in Q2 2024, closing a stake of 7 shares — an estimated $287 sold.

Avior Wealth Management first reported a position in CAL in Q1 2024 and held it in 1 quarter. The position peaked at $287 in Q1 2024. 205 funds tracked by Wall St. Rank hold CAL as of Q2 2024.

Avior Wealth Management reported no remaining Caleres position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 7 Caleres shares in Q2 2024, an estimated $287.
Avior Wealth Management first reported a position in Caleres in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Caleres position peaked at $287 in Q1 2024.
205 funds tracked by Wall St. Rank held Caleres as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.