EWA
CAL icon

EverSource Wealth Advisors’s Caleres CAL Stock Holding History

EverSource 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
2026
Q1 		$4.47K Buy
424
+118
+39% +$1.41K ﹤0.01% 3319
2025
Q4 		$3.72K Sell
306
-834
-73% -$10.3K ﹤0.01% 3234
2025
Q3 		$14.9K Sell
1,140
-202
-15% -$2.92K ﹤0.01% 2571
2025
Q2 		$16.4K Buy
1,342
+1,068
+390% +$16K ﹤0.01% 2454
2025
Q1 		$4.72K Buy
274
+270
+6,750% +$4.85K ﹤0.01% 2529
2024
Q4 		$93 Buy
+4
New +$117 ﹤0.01% 3553
2023
Q1 		– Sell
-97
Closed -$2.17K – 2402
2022
Q4 		$2.17K Hold
97
– – ﹤0.01% 1888
2022
Q3 		$2K Hold
97
– – ﹤0.01% 1635
2022
Q2 		$3K Hold
97
– – ﹤0.01% 1383
2022
Q1 		$2K Sell
97
-118
-55% -$2.56K ﹤0.01% 1496
2021
Q4 		$5K Buy
+215
New +$5.13K ﹤0.01% 1237

Other funds holding CAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 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