Fiduciary Planning’s Caleres CAL Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-42	Closed	-$1K	–	90
2021 Q1	$1K	Hold	42	–	–	﹤0.01%	242
2020 Q4	$1K	Buy	+42	New	+$470	﹤0.01%	212

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Fiduciary Planning's CAL Position: Q2 2021 in Review

Fiduciary Planning sold out of Caleres (CAL) in Q2 2021, closing a stake of 42 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in CAL in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 174 funds tracked by Wall St. Rank hold CAL as of Q2 2021.

Fiduciary Planning reported no remaining Caleres position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 42 Caleres shares in Q2 2021, an estimated $1K.
Fiduciary Planning first reported a position in Caleres in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Caleres position peaked at $1K in Q1 2021.
174 funds tracked by Wall St. Rank held Caleres as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.