Toth Financial Advisory’s CaliberCos CWD Stock Holding History

Toth Financial Advisory’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	-15	Closed	-$573	–	780
2023 Q2	$573	Buy	+15	New	+$853	﹤0.01%	741

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

Toth Financial Advisory's CWD Position: Q3 2023 in Review

Toth Financial Advisory sold out of CaliberCos (CWD) in Q3 2023, closing a stake of 15 shares — an estimated $573 sold.

Toth Financial Advisory first reported a position in CWD in Q2 2023 and held it in 1 quarter. The position peaked at $573 in Q2 2023. 7 funds tracked by Wall St. Rank hold CWD as of Q3 2023.

Toth Financial Advisory reported no remaining CaliberCos position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 15 CaliberCos shares in Q3 2023, an estimated $573.
Toth Financial Advisory first reported a position in CaliberCos in Q2 2023 and held it in 1 quarter.
Toth Financial Advisory's CaliberCos position peaked at $573 in Q2 2023.
7 funds tracked by Wall St. Rank held CaliberCos as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.