CWMU
BAC icon

Caliber Wealth Management (Utah)’s Bank of America BAC Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,749
Closed -$422K – 64
2022
Q4 		$422K Buy
+12,749
New +$439K 0.32% 63
2021
Q1 		– Sell
-41,113
Closed -$1.25M – 73
2020
Q4 		$1.25M Buy
+41,113
New +$1.1M 1.22% 37

Other funds holding BAC

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

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

Caliber Wealth Management (Utah) sold out of Bank of America (BAC) in Q1 2023, closing a stake of 12,749 shares — an estimated $422K sold.

Caliber Wealth Management (Utah) first reported a position in BAC in Q4 2020 and held it in 2 quarters. The position peaked at $1.25M in Q4 2020. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 12,749 Bank of America shares in Q1 2023, an estimated $422K.
  • Caliber Wealth Management (Utah) first reported a position in Bank of America in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s Bank of America position peaked at $1.25M in Q4 2020.
  • 2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

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