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Caliber Wealth Management (Utah)’s Magna International MGA Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,067
Closed -$285K – 79
2022
Q4 		$285K Buy
+5,067
New +$285K 0.22% 81
2021
Q4 		– Sell
-10,212
Closed -$852K – 74
2021
Q3 		$852K Buy
10,212
+1,417
+16% +$117K 0.6% 59
2021
Q2 		$815K Buy
+8,795
New +$838K 0.58% 60

Other funds holding MGA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Caliber Wealth Management (Utah) sold out of Magna International (MGA) in Q1 2023, closing a stake of 5,067 shares — an estimated $285K sold.

Caliber Wealth Management (Utah) first reported a position in MGA in Q2 2021 and held it in 3 quarters. The position peaked at $852K in Q3 2021. 409 funds tracked by Wall St. Rank hold MGA as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Magna International position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 5,067 Magna International shares in Q1 2023, an estimated $285K.
  • Caliber Wealth Management (Utah) first reported a position in Magna International in Q2 2021 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s Magna International position peaked at $852K in Q3 2021.
  • 409 funds tracked by Wall St. Rank held Magna International as of Q1 2023.

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