CWMU
XYZ

Caliber Wealth Management (Utah)’s Block Inc XYZ Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,301
Closed -$2.09M – 79
2021
Q3 		$2.09M Sell
8,301
-825
-9% -$212K 1.48% 25
2021
Q2 		$2.23M Sell
9,126
-49
-0.5% -$11.4K 1.58% 14
2021
Q1 		$2.08M Sell
9,175
-3,416
-27% -$799K 1.51% 12
2020
Q4 		$2.74M Buy
+12,591
New +$2.46M 2.69% 7

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Caliber Wealth Management (Utah)'s XYZ Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 8,301 shares — an estimated $2.09M sold.

Caliber Wealth Management (Utah) first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $2.74M in Q4 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Caliber Wealth Management (Utah) reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 8,301 Block Inc shares in Q4 2021, an estimated $2.09M.
  • Caliber Wealth Management (Utah) first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Caliber Wealth Management (Utah)'s Block Inc position peaked at $2.74M in Q4 2020.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.