CFD
CAL icon

Creative Financial Designs’s Caleres CAL Stock Holding History

Creative Financial Designs’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
2023
Q1 		– Sell
-108
Closed -$2.41K – 1404
2022
Q4 		$2.41K Hold
108
– – ﹤0.01% 1139
2022
Q3 		$3K Hold
108
– – ﹤0.01% 1103
2022
Q2 		$3K Sell
108
-107
-50% -$2.65K ﹤0.01% 1074
2022
Q1 		$4K Buy
+215
New +$4.66K ﹤0.01% 1067

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's CAL Position: Q1 2023 in Review

Creative Financial Designs sold out of Caleres (CAL) in Q1 2023, closing a stake of 108 shares — an estimated $2.41K sold.

Creative Financial Designs first reported a position in CAL in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

  • Creative Financial Designs reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
  • Creative Financial Designs sold 108 Caleres shares in Q1 2023, an estimated $2.41K.
  • Creative Financial Designs first reported a position in Caleres in Q1 2022 and held it in 4 quarters.
  • Creative Financial Designs's Caleres position peaked at $4K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.