TWM
CAL icon

Tradition Wealth Management’s Caleres CAL Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-500
Closed -$11K – 1187
2021
Q3 		$11K Sell
500
-200
-29% -$4.82K ﹤0.01% 881
2021
Q2 		$19K Buy
+700
New +$17.5K ﹤0.01% 765

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's CAL Position: Q4 2021 in Review

Tradition Wealth Management sold out of Caleres (CAL) in Q4 2021, closing a stake of 500 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in CAL in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 199 funds tracked by Wall St. Rank hold CAL as of Q4 2021.

  • Tradition Wealth Management reported no remaining Caleres position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 500 Caleres shares in Q4 2021, an estimated $11K.
  • Tradition Wealth Management first reported a position in Caleres in Q2 2021 and held it in 2 quarters.
  • Tradition Wealth Management's Caleres position peaked at $19K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Caleres as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.