CIP
CWD icon

Capital Insight Partners’s CaliberCos CWD Stock Holding History

Capital Insight Partners’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,360
Closed -$29.5K – 158
2024
Q3 		$29.5K Sell
2,360
-1,114
-32% -$14.6K 0.01% 157
2024
Q2 		$58.4K Sell
3,474
-558
-14% -$10.1K 0.01% 157
2024
Q1 		$80.6K Sell
4,032
-1,669
-29% -$40.1K 0.02% 162
2023
Q4 		$147K Sell
5,701
-2,604
-31% -$75.2K 0.03% 161
2023
Q3 		$226K Hold
8,305
– – 0.05% 155
2023
Q2 		$319K Buy
+8,305
New +$472K 0.07% 133

Other funds holding CWD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
SIM
Synergy Investment Management Altamonte Springs, Florida $413M AUM 22.37% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Insight Partners's CWD Position: Q4 2024 in Review

Capital Insight Partners sold out of CaliberCos (CWD) in Q4 2024, closing a stake of 2,360 shares — an estimated $29.5K sold.

Capital Insight Partners first reported a position in CWD in Q2 2023 and held it in 6 quarters. The position peaked at $319K in Q2 2023. 18 funds tracked by Wall St. Rank hold CWD as of Q4 2024.

  • Capital Insight Partners reported no remaining CaliberCos position as of Q4 2024 after selling out during the quarter.
  • Capital Insight Partners sold 2,360 CaliberCos shares in Q4 2024, an estimated $29.5K.
  • Capital Insight Partners first reported a position in CaliberCos in Q2 2023 and held it in 6 quarters.
  • Capital Insight Partners's CaliberCos position peaked at $319K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held CaliberCos as of Q4 2024.

Based on Capital Insight Partners's 13F filing for Q4 2024, filed 24 Jan 2025.