Financial Gravity Asset Management’s Caleres CAL Stock Holding History

Financial Gravity Asset Management’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	-22	Closed	-$36	–	1207
2022 Q4	$36	Buy	+22	New	+$540	﹤0.01%	1263
2019 Q2	–	Sell	-11	Closed	-$254	–	1260
2019 Q1	$0	Buy	+11	New	+$314	﹤0.01%	1331
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	1088
2018 Q2	$1K	Sell	19 -1	-5%	-$34	﹤0.01%	1111
2018 Q1	$1K	Buy	+20	New	+$613	﹤0.01%	1083

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

Financial Gravity Asset Management's CAL Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Caleres (CAL) in Q1 2023, closing a stake of 22 shares — an estimated $36 sold.

Financial Gravity Asset Management first reported a position in CAL in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

Financial Gravity Asset Management reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 22 Caleres shares in Q1 2023, an estimated $36.
Financial Gravity Asset Management first reported a position in Caleres in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Caleres position peaked at $1K in Q3 2018.
170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.