Creative Planning
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Creative Planning’s Calidi Biotherapeutics CLDI Stock Holding History

Creative Planning’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
2024
Q3 		– Sell
-5
Closed -$2K – 3216
2024
Q2 		$2K Hold
5
– – ﹤0.01% 3047
2024
Q1 		$5.65K Buy
+5
New +$8.17K ﹤0.01% 2882

Other funds holding CLDI

Cable Car Capital
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
CPR Investments
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Red Wave Investments
Red Wave Investments Dillsburg, Pennsylvania $394M AUM 20.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Apollo Management Holdings
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Finepoint Capital
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
Evermay Wealth Management
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Highbridge Capital Management
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

Creative Planning's CLDI Position: Q3 2024 in Review

Creative Planning sold out of Calidi Biotherapeutics (CLDI) in Q3 2024, closing a stake of 5 shares — an estimated $2K sold.

Creative Planning first reported a position in CLDI in Q1 2024 and held it in 2 quarters. The position peaked at $5.65K in Q1 2024. 19 funds tracked by Wall St. Rank hold CLDI as of Q3 2024.

  • Creative Planning reported no remaining Calidi Biotherapeutics position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 5 Calidi Biotherapeutics shares in Q3 2024, an estimated $2K.
  • Creative Planning first reported a position in Calidi Biotherapeutics in Q1 2024 and held it in 2 quarters.
  • Creative Planning's Calidi Biotherapeutics position peaked at $5.65K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.