Sutton Wealth Advisors’s Caleres CAL Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1,516	Closed	-$33.8K	–	921
2022 Q4	$33.8K	Hold	1,516	–	–	0.01%	511
2022 Q3	$36.7K	Hold	1,516	–	–	0.02%	459
2022 Q2	$39.8K	Hold	1,516	–	–	0.02%	442
2022 Q1	$29.3K	Buy	1,516 +4	+0.3%	+$87	0.01%	584
2021 Q4	$34.3K	Buy	1,512 +9	+0.6%	+$215	0.01%	532
2021 Q3	$33.4K	Hold	1,503	–	–	0.01%	518
2021 Q2	$41K	Hold	1,503	–	–	0.02%	464
2021 Q1	$32.8K	Hold	1,503	–	–	0.01%	523
2020 Q4	$23.5K	Hold	1,503	–	–	0.01%	565
2020 Q3	$14.4K	Hold	1,503	–	–	0.01%	639
2020 Q2	$12.5K	Buy	+1,503	New	+$10.5K	0.01%	649
2020 Q1	–	Sell	-1,353	Closed	-$32.1K	–	1211
2019 Q4	$32.1K	Hold	1,353	–	–	0.02%	436
2019 Q3	$31.7K	Buy	+1,353	New	+$25.5K	0.02%	433
2019 Q2	–	Sell	-651	Closed	-$16.1K	–	1173
2019 Q1	$16.1K	Hold	651	–	–	0.01%	651
2018 Q4	$18.1K	Hold	651	–	–	0.01%	553
2018 Q3	$23.3K	Hold	651	–	–	0.02%	531
2018 Q2	$22.4K	Hold	651	–	–	0.02%	552
2018 Q1	$21.9K	Hold	651	–	–	0.02%	537
2017 Q4	$21.8K	Hold	651	–	–	0.02%	527
2017 Q3	$19.9K	Hold	651	–	–	0.02%	548
2017 Q2	$18.1K	Hold	651	–	–	0.01%	571
2017 Q1	$17.2K	Hold	651	–	–	0.01%	568
2016 Q4	$21.4K	Hold	651	–	–	0.02%	468
2016 Q3	$16.5K	Hold	651	–	–	0.02%	519
2016 Q2	$15.8K	Sell	651 -155	-19%	-$3.81K	0.01%	508
2016 Q1	$22.8K	Buy	+806	New	+$21.4K	0.02%	403

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's CAL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Caleres (CAL) in Q1 2023, closing a stake of 1,516 shares — an estimated $33.8K sold.

Sutton Wealth Advisors first reported a position in CAL in Q1 2016 and held it in 26 quarters. The position peaked at $41K in Q2 2021. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,516 Caleres shares in Q1 2023, an estimated $33.8K.
Sutton Wealth Advisors first reported a position in Caleres in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's Caleres position peaked at $41K in Q2 2021.
170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.