IFP Advisors’s Calidi Biotherapeutics CLDI Stock Holding History

IFP Advisors’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 Q1	–	Sell	-292	Closed	-$4.03K	–	4376
2024 Q4	$4.03K	Buy	+292	New	+$5.48K	﹤0.01%	2875

Other funds holding CLDI

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

IFP Advisors's CLDI Position: Q1 2025 in Review

IFP Advisors sold out of Calidi Biotherapeutics (CLDI) in Q1 2025, closing a stake of 292 shares — an estimated $4.03K sold.

IFP Advisors first reported a position in CLDI in Q4 2024 and held it in 1 quarter. The position peaked at $4.03K in Q4 2024. 35 funds tracked by Wall St. Rank hold CLDI as of Q1 2025.

IFP Advisors reported no remaining Calidi Biotherapeutics position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 292 Calidi Biotherapeutics shares in Q1 2025, an estimated $4.03K.
IFP Advisors first reported a position in Calidi Biotherapeutics in Q4 2024 and held it in 1 quarter.
IFP Advisors's Calidi Biotherapeutics position peaked at $4.03K in Q4 2024.
35 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.