CFO
AIFD

Callan Family Office’s TCW Artificial Intelligence ETF AIFD Stock Holding History

Callan Family Office’s Portfolio AIFD Stock Details AIFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,564
Closed -$582K – 636
2024
Q3 		$582K Hold
21,564
– – 0.1% 97
2024
Q2 		$602K Buy
+21,564
New +$576K 0.12% 76

Other funds holding AIFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Family Office's AIFD Position: Q4 2024 in Review

Callan Family Office sold out of TCW Artificial Intelligence ETF (AIFD) in Q4 2024, closing a stake of 21,564 shares — an estimated $582K sold.

Callan Family Office first reported a position in AIFD in Q2 2024 and held it in 2 quarters. The position peaked at $602K in Q2 2024. 16 funds tracked by Wall St. Rank hold AIFD as of Q4 2024.

  • Callan Family Office reported no remaining TCW Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Callan Family Office sold 21,564 TCW Artificial Intelligence ETF shares in Q4 2024, an estimated $582K.
  • Callan Family Office first reported a position in TCW Artificial Intelligence ETF in Q2 2024 and held it in 2 quarters.
  • Callan Family Office's TCW Artificial Intelligence ETF position peaked at $602K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q4 2024.

Based on Callan Family Office's 13F filing for Q4 2024, filed 7 Feb 2025.