Fiduciary Alliance’s Caleres CAL Stock Holding History

Fiduciary Alliance’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	-191	Closed	-$4.25K	–	249
2022 Q4	$4.25K	Buy	+191	New	+$4.69K	﹤0.01%	576

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's CAL Position: Q1 2023 in Review

Fiduciary Alliance sold out of Caleres (CAL) in Q1 2023, closing a stake of 191 shares — an estimated $4.25K sold.

Fiduciary Alliance first reported a position in CAL in Q4 2022 and held it in 1 quarter. The position peaked at $4.25K in Q4 2022. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

Fiduciary Alliance reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 191 Caleres shares in Q1 2023, an estimated $4.25K.
Fiduciary Alliance first reported a position in Caleres in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Caleres position peaked at $4.25K in Q4 2022.
170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.