CCM
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Coldstream Capital Management’s CaliberCos CWD Stock Holding History

Coldstream Capital Management’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
2025
Q1 		– Sell
-553
Closed -$7.73K – 3540
2024
Q4 		$7.73K Hold
553
– – ﹤0.01% 1061
2024
Q3 		$6.91K Buy
+553
New +$7.27K ﹤0.01% 1081

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Coldstream Capital Management's CWD Position: Q1 2025 in Review

Coldstream Capital Management sold out of CaliberCos (CWD) in Q1 2025, closing a stake of 553 shares — an estimated $7.73K sold.

Coldstream Capital Management first reported a position in CWD in Q3 2024 and held it in 2 quarters. The position peaked at $7.73K in Q4 2024. 19 funds tracked by Wall St. Rank hold CWD as of Q1 2025.

  • Coldstream Capital Management reported no remaining CaliberCos position as of Q1 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 553 CaliberCos shares in Q1 2025, an estimated $7.73K.
  • Coldstream Capital Management first reported a position in CaliberCos in Q3 2024 and held it in 2 quarters.
  • Coldstream Capital Management's CaliberCos position peaked at $7.73K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held CaliberCos as of Q1 2025.

Based on Coldstream Capital Management's 13F filing for Q1 2025, filed 13 May 2025.