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WR Wealth Planners’s CaliberCos CWD Stock Holding History

WR Wealth Planners’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
-22
Closed -$446 – 1162
2024
Q1 		$446 Buy
+22
New +$529 ﹤0.01% 1046
2023
Q4 		– Sell
-22
Closed -$607 – 329
2023
Q3 		$607 Hold
22
– – ﹤0.01% 850
2023
Q2 		$856 Buy
+22
New +$1.25K ﹤0.01% 832

Other funds holding CWD

Mariner
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
Koshinski Asset Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's CWD Position: Q2 2024 in Review

WR Wealth Planners sold out of CaliberCos (CWD) in Q2 2024, closing a stake of 22 shares — an estimated $446 sold.

WR Wealth Planners first reported a position in CWD in Q2 2023 and held it in 3 quarters. The position peaked at $856 in Q2 2023. 14 funds tracked by Wall St. Rank hold CWD as of Q2 2024.

  • WR Wealth Planners reported no remaining CaliberCos position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 22 CaliberCos shares in Q2 2024, an estimated $446.
  • WR Wealth Planners first reported a position in CaliberCos in Q2 2023 and held it in 3 quarters.
  • WR Wealth Planners's CaliberCos position peaked at $856 in Q2 2023.
  • 14 funds tracked by Wall St. Rank held CaliberCos as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.