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Drive Wealth Management’s Calidi Biotherapeutics CLDI Stock Holding History

Drive Wealth Management’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
2025
Q3 		– Sell
-234
Closed -$10.3K – 370
2025
Q2 		$10.3K Sell
234
-52
-18% -$4.04K ﹤0.01% 344
2025
Q1 		$31.1K Sell
286
-183
-39% -$33.4K 0.01% 320
2024
Q4 		$104K Buy
+469
New +$141K 0.03% 329

Other funds holding CLDI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

Drive Wealth Management's CLDI Position: Q3 2025 in Review

Drive Wealth Management sold out of Calidi Biotherapeutics (CLDI) in Q3 2025, closing a stake of 234 shares — an estimated $10.3K sold.

Drive Wealth Management first reported a position in CLDI in Q4 2024 and held it in 3 quarters. The position peaked at $104K in Q4 2024. 21 funds tracked by Wall St. Rank hold CLDI as of Q3 2025.

  • Drive Wealth Management reported no remaining Calidi Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 234 Calidi Biotherapeutics shares in Q3 2025, an estimated $10.3K.
  • Drive Wealth Management first reported a position in Calidi Biotherapeutics in Q4 2024 and held it in 3 quarters.
  • Drive Wealth Management's Calidi Biotherapeutics position peaked at $104K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.