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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
-3,750
Closed -$10.3K – 370
2025
Q2 		$10.3K Sell
3,750
-833
-18% -$4.04K ﹤0.01% 344
2025
Q1 		$31.1K Sell
4,583
-2,917
-39% -$33.3K 0.01% 320
2024
Q4 		$104K Buy
+7,500
New +$141K 0.03% 329

Other funds holding CLDI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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 $1.61T AUM 30.72% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 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 3,750 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. 22 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 3,750 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.
  • 22 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.