Ground Swell Capital’s CaliberCos CWD Stock Holding History

Ground Swell Capital’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
2023 Q3	–	Sell	-556	Closed	-$21.4K	–	91
2023 Q2	$21.4K	Buy	+556	New	+$31.6K	0.05%	41

Other funds holding CWD

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CIP

Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Ground Swell Capital's CWD Position: Q3 2023 in Review

Ground Swell Capital sold out of CaliberCos (CWD) in Q3 2023, closing a stake of 556 shares — an estimated $21.4K sold.

Ground Swell Capital first reported a position in CWD in Q2 2023 and held it in 1 quarter. The position peaked at $21.4K in Q2 2023. 7 funds tracked by Wall St. Rank hold CWD as of Q3 2023.

Ground Swell Capital reported no remaining CaliberCos position as of Q3 2023 after selling out during the quarter.
Ground Swell Capital sold 556 CaliberCos shares in Q3 2023, an estimated $21.4K.
Ground Swell Capital first reported a position in CaliberCos in Q2 2023 and held it in 1 quarter.
Ground Swell Capital's CaliberCos position peaked at $21.4K in Q2 2023.
7 funds tracked by Wall St. Rank held CaliberCos as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.