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
-83
Closed -$2K – 3216
2024
Q2 		$2K Hold
83
– – ﹤0.01% 3047
2024
Q1 		$5.65K Buy
+83
New +$8.48K ﹤0.01% 2882

Other funds holding CLDI

CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
RWI
Red Wave Investments Dillsburg, Pennsylvania $335M AUM 15.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 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 83 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. 20 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 83 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.
  • 20 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.