Caliber Wealth Management (Utah)’s Boeing BA Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,865	Closed	-$355K	–	63
2022 Q4	$355K	Buy	+1,865	New	+$305K	0.27%	65
2022 Q2	–	Sell	-2,115	Closed	-$405K	–	67
2022 Q1	$405K	Sell	2,115 -8,538	-80%	-$1.71M	0.26%	57
2021 Q4	$2.41M	Buy	10,653 +2,292	+27%	+$484K	1.66%	21
2021 Q3	$1.81M	Buy	8,361 +453	+6%	+$101K	1.28%	40
2021 Q2	$1.89M	Buy	7,908 +1,277	+19%	+$309K	1.34%	23
2021 Q1	$1.69M	Buy	+6,631	New	+$1.47M	1.23%	29

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caliber Wealth Management (Utah)'s BA Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Boeing (BA) in Q1 2023, closing a stake of 1,865 shares — an estimated $355K sold.

Caliber Wealth Management (Utah) first reported a position in BA in Q1 2021 and held it in 6 quarters. The position peaked at $2.41M in Q4 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 1,865 Boeing shares in Q1 2023, an estimated $355K.
Caliber Wealth Management (Utah) first reported a position in Boeing in Q1 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s Boeing position peaked at $2.41M in Q4 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.