TFO Wealth Partners’s Caleres CAL Stock Holding History

TFO Wealth Partners’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	-46	Closed	-$2.5K	–	837
2022 Q4	$2.5K	Buy	+46	New	+$1.13K	﹤0.01%	231

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

TFO Wealth Partners's CAL Position: Q1 2023 in Review

TFO Wealth Partners sold out of Caleres (CAL) in Q1 2023, closing a stake of 46 shares — an estimated $2.5K sold.

TFO Wealth Partners first reported a position in CAL in Q4 2022 and held it in 1 quarter. The position peaked at $2.5K in Q4 2022. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

TFO Wealth Partners reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 46 Caleres shares in Q1 2023, an estimated $2.5K.
TFO Wealth Partners first reported a position in Caleres in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Caleres position peaked at $2.5K in Q4 2022.
170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.