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Harvest Group Wealth Management’s Caleres CAL Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-91
Closed -$2K – 555
2019
Q4 		$2K Hold
91
– – ﹤0.01% 580
2019
Q3 		$2K Buy
+91
New +$1.72K ﹤0.01% 651
2019
Q2 		– Sell
-52
Closed -$1K – 915
2019
Q1 		$1K Buy
+52
New +$1.49K ﹤0.01% 744

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harvest Group Wealth Management's CAL Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Caleres (CAL) in Q1 2020, closing a stake of 91 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CAL in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 147 funds tracked by Wall St. Rank hold CAL as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Caleres position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 91 Caleres shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Caleres in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Caleres position peaked at $2K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Caleres as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.