MWM
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MorganRosel Wealth Management’s Caleres CAL Stock Holding History

MorganRosel 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
2022
Q4 		– Sell
-40,719
Closed -$986K – 93
2022
Q3 		$986K Buy
+40,719
New +$1.08M 0.49% 35

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MorganRosel Wealth Management's CAL Position: Q4 2022 in Review

MorganRosel Wealth Management sold out of Caleres (CAL) in Q4 2022, closing a stake of 40,719 shares — an estimated $986K sold.

MorganRosel Wealth Management first reported a position in CAL in Q3 2022 and held it in 1 quarter. The position peaked at $986K in Q3 2022. 204 funds tracked by Wall St. Rank hold CAL as of Q4 2022.

  • MorganRosel Wealth Management reported no remaining Caleres position as of Q4 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 40,719 Caleres shares in Q4 2022, an estimated $986K.
  • MorganRosel Wealth Management first reported a position in Caleres in Q3 2022 and held it in 1 quarter.
  • MorganRosel Wealth Management's Caleres position peaked at $986K in Q3 2022.
  • 204 funds tracked by Wall St. Rank held Caleres as of Q4 2022.

Based on MorganRosel Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.