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Patriot Financial Group Insurance Agency’s Caleres CAL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-450
Closed -$12K – 625
2022
Q2 		$12K Buy
450
+350
+350% +$8.66K ﹤0.01% 1173
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1832
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1918
2021
Q3 		$2K Buy
+100
New +$2.41K ﹤0.01% 1917

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Principal Financial Group
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Dimensional Fund Advisors
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Caleres (CAL) in Q3 2022, closing a stake of 450 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in CAL in Q3 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 214 funds tracked by Wall St. Rank hold CAL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Caleres position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 450 Caleres shares in Q3 2022, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in Caleres in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Caleres position peaked at $12K in Q2 2022.
  • 214 funds tracked by Wall St. Rank held Caleres as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.