CWMU
ETN icon

Caliber Wealth Management (Utah)’s Eaton ETN Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,929
Closed -$460K – 72
2022
Q4 		$460K Buy
+2,929
New +$449K 0.35% 58

Other funds holding ETN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Caliber Wealth Management (Utah) sold out of Eaton (ETN) in Q1 2023, closing a stake of 2,929 shares — an estimated $460K sold.

Caliber Wealth Management (Utah) first reported a position in ETN in Q4 2022 and held it in 1 quarter. The position peaked at $460K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,929 Eaton shares in Q1 2023, an estimated $460K.
  • Caliber Wealth Management (Utah) first reported a position in Eaton in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Eaton position peaked at $460K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

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