CWA
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Carolina Wealth Advisors’s Caleres CAL Stock Holding History

Carolina Wealth 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
2025
Q2 		– Sell
-9,628
Closed -$166K – 279
2025
Q1 		$166K Sell
9,628
-14,250
-60% -$256K 0.09% 73
2024
Q4 		$553K Buy
23,878
+436
+2% +$12.8K 0.3% 43
2024
Q3 		$775K Sell
23,442
-2,124
-8% -$77.1K 0.39% 30
2024
Q2 		$859K Buy
25,566
+2,808
+12% +$101K 0.42% 29
2024
Q1 		$934K Sell
22,758
-62
-0.3% -$2.17K 0.51% 27
2023
Q4 		$701K Sell
22,820
-390
-2% -$11K 0.36% 34
2023
Q3 		$668K Buy
23,210
+1,402
+6% +$37.2K 0.38% 30
2023
Q2 		$522K Buy
21,808
+1,274
+6% +$28.5K 0.31% 40
2023
Q1 		$444K Buy
20,534
+3,107
+18% +$74.6K 0.26% 60
2022
Q4 		$388K Buy
17,427
+1,932
+12% +$47.4K 0.24% 51
2022
Q3 		$375K Buy
15,495
+1,512
+11% +$40K 0.29% 40
2022
Q2 		$367K Buy
13,983
+2,149
+18% +$53.2K 0.24% 39
2022
Q1 		$229K Buy
11,834
+1,058
+10% +$22.9K 0.14% 76
2021
Q4 		$244K Buy
10,776
+2,761
+34% +$65.9K 0.14% 65
2021
Q3 		$178K Buy
+8,015
New +$193K 0.12% 72

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carolina Wealth Advisors's CAL Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Caleres (CAL) in Q2 2025, closing a stake of 9,628 shares — an estimated $166K sold.

Carolina Wealth Advisors first reported a position in CAL in Q3 2021 and held it in 15 quarters. The position peaked at $934K in Q1 2024. 187 funds tracked by Wall St. Rank hold CAL as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Caleres position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 9,628 Caleres shares in Q2 2025, an estimated $166K.
  • Carolina Wealth Advisors first reported a position in Caleres in Q3 2021 and held it in 15 quarters.
  • Carolina Wealth Advisors's Caleres position peaked at $934K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Caleres as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.