CPA
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Capital Performance Advisors’s Caleres CAL Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-5
Closed -$165 – 571
2024
Q3 		$165 Buy
+5
New +$182 ﹤0.01% 2600

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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Capital Performance Advisors's CAL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Caleres (CAL) in Q4 2024, closing a stake of 5 shares — an estimated $165 sold.

Capital Performance Advisors first reported a position in CAL in Q3 2024 and held it in 1 quarter. The position peaked at $165 in Q3 2024. 200 funds tracked by Wall St. Rank hold CAL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Caleres position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 Caleres shares in Q4 2024, an estimated $165.
  • Capital Performance Advisors first reported a position in Caleres in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Caleres position peaked at $165 in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Caleres as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.