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World Investment Advisors’s Castellum CTM Stock Holding History

World Investment Advisors’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,000
Closed -$22K – 1066
2024
Q4 		$22K Buy
+11,000
New +$3.51K ﹤0.01% 997

Other funds holding CTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

World Investment Advisors's CTM Position: Q1 2025 in Review

World Investment Advisors sold out of Castellum (CTM) in Q1 2025, closing a stake of 11,000 shares — an estimated $22K sold.

World Investment Advisors first reported a position in CTM in Q4 2024 and held it in 1 quarter. The position peaked at $22K in Q4 2024. 25 funds tracked by Wall St. Rank hold CTM as of Q1 2025.

  • World Investment Advisors reported no remaining Castellum position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 11,000 Castellum shares in Q1 2025, an estimated $22K.
  • World Investment Advisors first reported a position in Castellum in Q4 2024 and held it in 1 quarter.
  • World Investment Advisors's Castellum position peaked at $22K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Castellum as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.