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Caliber Wealth Management (Utah)’s Purple Innovation PRPL Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio PRPL Stock Details PRPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$57.6K Buy
33,082
+8,082
+32% +$10.8K 0.03% 58
2023
Q4 		$25.8K Hold
25,000
– – 0.02% 55
2023
Q3 		$42.8K Hold
25,000
– – 0.03% 56
2023
Q2 		$69.5K Hold
25,000
– – 0.05% 55
2023
Q1 		$66K Buy
+25,000
New +$112K 0.05% 60

Other funds holding PRPL

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Caliber Wealth Management (Utah) increased its Purple Innovation (PRPL) stake by 32% in Q1 2024, buying an estimated $10.8K and bringing the position to 33,082 shares worth $57.6K. The position accounts for 0.03% of the portfolio, ranked #58.

Caliber Wealth Management (Utah) first reported a position in PRPL in Q1 2023 and has held it in 5 quarters since. The position peaked at $69.5K in Q2 2023. 76 funds tracked by Wall St. Rank hold PRPL as of Q1 2024.

  • Caliber Wealth Management (Utah) held 33,082 shares of Purple Innovation worth $57.6K as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 8,082 Purple Innovation shares in Q1 2024, an estimated $10.8K.
  • Purple Innovation made up 0.03% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #58 holding.
  • Caliber Wealth Management (Utah) first reported a position in Purple Innovation in Q1 2023 and has held it in 5 quarters since.
  • Caliber Wealth Management (Utah)'s Purple Innovation position peaked at $69.5K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Purple Innovation as of Q1 2024.

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