Mariner

Mariner’s CaliberCos CWD Stock Holding History

Mariner’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
2024 Q4	–	Sell	-17,008	Closed	-$212K	–	3409
2024 Q3	$212K	Hold	17,008	–	–	﹤0.01%	2898
2024 Q2	$286K	Hold	17,008	–	–	﹤0.01%	2487
2024 Q1	$340K	Hold	17,008	–	–	﹤0.01%	2331
2023 Q4	$439K	Hold	17,008	–	–	﹤0.01%	2035
2023 Q3	$463K	Hold	17,008	–	–	﹤0.01%	1829
2023 Q2	$653K	Buy	+17,008	New	+$967K	﹤0.01%	1562

Other funds holding CWD

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return

Synergy Investment Management Altamonte Springs, Florida $306M AUM 16.22% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

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

Royal Bank of Canada

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