Trajan Wealth’s CaliberCos CWD Stock Holding History

Trajan Wealth’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 Q2	–	Sell	-1,103	Closed	-$22.1K	–	169
2024 Q1	$22.1K	Buy	+1,103	New	+$26.5K	﹤0.01%	182

Other funds holding CWD

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CIP

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trajan Wealth's CWD Position: Q2 2024 in Review

Trajan Wealth sold out of CaliberCos (CWD) in Q2 2024, closing a stake of 1,103 shares — an estimated $22.1K sold.

Trajan Wealth first reported a position in CWD in Q1 2024 and held it in 1 quarter. The position peaked at $22.1K in Q1 2024. 14 funds tracked by Wall St. Rank hold CWD as of Q2 2024.

Trajan Wealth reported no remaining CaliberCos position as of Q2 2024 after selling out during the quarter.
Trajan Wealth sold 1,103 CaliberCos shares in Q2 2024, an estimated $22.1K.
Trajan Wealth first reported a position in CaliberCos in Q1 2024 and held it in 1 quarter.
Trajan Wealth's CaliberCos position peaked at $22.1K in Q1 2024.
14 funds tracked by Wall St. Rank held CaliberCos as of Q2 2024.

Based on Trajan Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.