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Buckingham Strategic Wealth’s Caleres CAL Stock Holding History

Buckingham Strategic 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
2021
Q1 		– Sell
-10,806
Closed -$169K – 551
2020
Q4 		$169K Buy
10,806
+1
+0% +$11 0.01% 514
2020
Q3 		$103K Buy
+10,805
New +$86.8K 0.01% 467

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Buckingham Strategic Wealth's CAL Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of Caleres (CAL) in Q1 2021, closing a stake of 10,806 shares — an estimated $169K sold.

Buckingham Strategic Wealth first reported a position in CAL in Q3 2020 and held it in 2 quarters. The position peaked at $169K in Q4 2020. 159 funds tracked by Wall St. Rank hold CAL as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining Caleres position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,806 Caleres shares in Q1 2021, an estimated $169K.
  • Buckingham Strategic Wealth first reported a position in Caleres in Q3 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Caleres position peaked at $169K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Caleres as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.