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Caliber Wealth Management (Utah)’s Apple AAPL Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.9M Buy
16,890
+207
+1% +$37.6K 1.54% 26
2023
Q4 		$3.21M Buy
16,683
+226
+1% +$41.7K 1.89% 14
2023
Q3 		$2.82M Buy
16,457
+680
+4% +$125K 1.9% 10
2023
Q2 		$3.06M Sell
15,777
-319
-2% -$55.6K 2.05% 9
2023
Q1 		$2.65M Sell
16,096
-928
-5% -$137K 1.99% 10
2022
Q4 		$2.21M Sell
17,024
-3,777
-18% -$540K 1.69% 17
2022
Q3 		$2.88M Buy
20,801
+282
+1% +$44.3K 2.27% 11
2022
Q2 		$2.81M Sell
20,519
-1,841
-8% -$279K 2.18% 12
2022
Q1 		$3.9M Buy
22,360
+2,017
+10% +$339K 2.49% 6
2021
Q4 		$3.52M Buy
20,343
+998
+5% +$158K 2.43% 7
2021
Q3 		$2.83M Buy
19,345
+1,352
+8% +$199K 2% 7
2021
Q2 		$2.46M Sell
17,993
-2,791
-13% -$362K 1.74% 10
2021
Q1 		$2.54M Buy
20,784
+857
+4% +$110K 1.84% 9
2020
Q4 		$2.64M Buy
+19,927
New +$2.4M 2.59% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s AAPL Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Apple (AAPL) stake by 1.2% in Q1 2024, buying an estimated $37.6K and bringing the position to 16,890 shares worth $2.9M. The position accounts for 1.54% of the portfolio, ranked #26.

Caliber Wealth Management (Utah) first reported a position in AAPL in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.9M in Q1 2022. 5,011 funds tracked by Wall St. Rank hold AAPL as of Q1 2024.

  • Caliber Wealth Management (Utah) held 16,890 shares of Apple worth $2.9M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 207 Apple shares in Q1 2024, an estimated $37.6K.
  • Apple made up 1.54% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #26 holding.
  • Caliber Wealth Management (Utah) first reported a position in Apple in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s Apple position peaked at $3.9M in Q1 2022.
  • 5,011 funds tracked by Wall St. Rank held Apple as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.