TCI Wealth Advisors’s Caleres CAL Stock Holding History

TCI 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 Q2	–	Sell	-216	Closed	-$4.67K	–	517
2023 Q1	$4.67K	Hold	216	–	–	﹤0.01%	1577
2022 Q4	$4.81K	Sell	216 -128	-37%	-$3.14K	﹤0.01%	1551
2022 Q3	$8K	Buy	344 +128	+59%	+$3.38K	﹤0.01%	1130
2022 Q2	$6K	Hold	216	–	–	﹤0.01%	1329
2022 Q1	$4K	Sell	216 -129	-37%	-$2.8K	﹤0.01%	1671
2021 Q4	$8K	Buy	345 +41	+13%	+$978	﹤0.01%	1303
2021 Q3	$7K	Hold	304	–	–	﹤0.01%	1337
2021 Q2	$8K	Buy	304 +88	+41%	+$2.21K	﹤0.01%	1093
2021 Q1	$5K	Hold	216	–	–	﹤0.01%	1227
2020 Q4	$3K	Hold	216	–	–	﹤0.01%	1068
2020 Q3	$2K	Hold	216	–	–	﹤0.01%	1082
2020 Q2	$2K	Hold	216	–	–	﹤0.01%	1034
2020 Q1	$1K	Buy	216 +141	+188%	+$2.02K	﹤0.01%	1198
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	1111
2019 Q3	$2K	Buy	+75	New	+$1.42K	﹤0.01%	1044
2019 Q2	–	Sell	-27	Closed	-$1K	–	1428
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	1165
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	1164
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1173
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	1255
2018 Q1	$1K	Sell	27 -13	-33%	-$399	﹤0.01%	1103
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	1148
2017 Q3	$1K	Buy	+40	New	+$1.08K	﹤0.01%	1074

Other funds holding CAL

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's CAL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Caleres (CAL) in Q2 2023, closing a stake of 216 shares — an estimated $4.67K sold.

TCI Wealth Advisors first reported a position in CAL in Q3 2017 and held it in 22 quarters. The position peaked at $8K in Q3 2022. 165 funds tracked by Wall St. Rank hold CAL as of Q2 2023.

TCI Wealth Advisors reported no remaining Caleres position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 216 Caleres shares in Q2 2023, an estimated $4.67K.
TCI Wealth Advisors first reported a position in Caleres in Q3 2017 and held it in 22 quarters.
TCI Wealth Advisors's Caleres position peaked at $8K in Q3 2022.
165 funds tracked by Wall St. Rank held Caleres as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.