AWE
CLDI icon

Avidian Wealth Enterprises’s Calidi Biotherapeutics CLDI Stock Holding History

Avidian Wealth Enterprises’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-833
Closed -$2.3K – 588
2025
Q2 		$2.3K Hold
833
– – ﹤0.01% 550
2025
Q1 		$5.66K Hold
833
– – ﹤0.01% 518
2024
Q4 		$11.5K Buy
+833
New +$15.6K ﹤0.01% 506

Other funds holding CLDI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Avidian Wealth Enterprises's CLDI Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Calidi Biotherapeutics (CLDI) in Q3 2025, closing a stake of 833 shares — an estimated $2.3K sold.

Avidian Wealth Enterprises first reported a position in CLDI in Q4 2024 and held it in 3 quarters. The position peaked at $11.5K in Q4 2024. 22 funds tracked by Wall St. Rank hold CLDI as of Q3 2025.

  • Avidian Wealth Enterprises reported no remaining Calidi Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 833 Calidi Biotherapeutics shares in Q3 2025, an estimated $2.3K.
  • Avidian Wealth Enterprises first reported a position in Calidi Biotherapeutics in Q4 2024 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Calidi Biotherapeutics position peaked at $11.5K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.