SFS
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Sowell Financial Services’s Caleres CAL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-5,803
Closed -$148K – 854
2021
Q1 		$148K Buy
5,803
+4,470
+335% +$76.1K 0.01% 1194
2020
Q4 		$21K Hold
1,333
– – ﹤0.01% 1716
2020
Q3 		$13K Sell
1,333
-920
-41% -$7.39K ﹤0.01% 1721
2020
Q2 		$19K Hold
2,253
– – ﹤0.01% 1473
2020
Q1 		$12K Buy
+2,253
New +$32.4K ﹤0.01% 1551

Other funds holding CAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's CAL Position: Q2 2021 in Review

Sowell Financial Services sold out of Caleres (CAL) in Q2 2021, closing a stake of 5,803 shares — an estimated $148K sold.

Sowell Financial Services first reported a position in CAL in Q1 2020 and held it in 5 quarters. The position peaked at $148K in Q1 2021. 174 funds tracked by Wall St. Rank hold CAL as of Q2 2021.

  • Sowell Financial Services reported no remaining Caleres position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5,803 Caleres shares in Q2 2021, an estimated $148K.
  • Sowell Financial Services first reported a position in Caleres in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Caleres position peaked at $148K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Caleres as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.