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HB Wealth Management’s Caleres CAL Stock Holding History

HB 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
2024
Q1 		– Sell
-7,898
Closed -$243K – 854
2023
Q4 		$243K Sell
7,898
-1
-0% -$28 ﹤0.01% 683
2023
Q3 		$227K Buy
+7,899
New +$210K ﹤0.01% 664
2022
Q3 		– Sell
-7,784
Closed -$204K – 584
2022
Q2 		$204K Buy
+7,784
New +$193K ﹤0.01% 549

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HB Wealth Management's CAL Position: Q1 2024 in Review

HB Wealth Management sold out of Caleres (CAL) in Q1 2024, closing a stake of 7,898 shares — an estimated $243K sold.

HB Wealth Management first reported a position in CAL in Q2 2022 and held it in 3 quarters. The position peaked at $243K in Q4 2023. 194 funds tracked by Wall St. Rank hold CAL as of Q1 2024.

  • HB Wealth Management reported no remaining Caleres position as of Q1 2024 after selling out during the quarter.
  • HB Wealth Management sold 7,898 Caleres shares in Q1 2024, an estimated $243K.
  • HB Wealth Management first reported a position in Caleres in Q2 2022 and held it in 3 quarters.
  • HB Wealth Management's Caleres position peaked at $243K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Caleres as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.