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BlackDiamond Wealth Management’s Caleres CAL Stock Holding History

BlackDiamond 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
Q3 		– Sell
-6,838
Closed -$242K – 163
2024
Q2 		$242K Hold
6,838
– – 0.16% 124
2024
Q1 		$281K Hold
6,838
– – 0.2% 112
2023
Q4 		$218K Buy
+6,838
New +$193K 0.16% 130
2022
Q3 		– Sell
-17,462
Closed -$489K – 108
2022
Q2 		$489K Buy
+17,462
New +$432K 0.61% 41

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackDiamond Wealth Management's CAL Position: Q3 2024 in Review

BlackDiamond Wealth Management sold out of Caleres (CAL) in Q3 2024, closing a stake of 6,838 shares — an estimated $242K sold.

BlackDiamond Wealth Management first reported a position in CAL in Q2 2022 and held it in 4 quarters. The position peaked at $489K in Q2 2022. 197 funds tracked by Wall St. Rank hold CAL as of Q3 2024.

  • BlackDiamond Wealth Management reported no remaining Caleres position as of Q3 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 6,838 Caleres shares in Q3 2024, an estimated $242K.
  • BlackDiamond Wealth Management first reported a position in Caleres in Q2 2022 and held it in 4 quarters.
  • BlackDiamond Wealth Management's Caleres position peaked at $489K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held Caleres as of Q3 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.