Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q4 2021 Filed on Feb 15, 2022
18
$46.75 - $62.02 $842 - $1.12K
STM
St Microelectronics N.V.

Technology
Q4 2021 Filed on Feb 15, 2022
845
$40.8 - $52.13 $34.5K - $44K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
430
$13.04 - $24.06 $5.61K - $10.3K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
1,665
$57.28 - $81.19 $95.4K - $135K
AKTS
Akoustis Technologies, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
2,000
$6.19 - $9.68 $12.4K - $19.4K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
1,793
$6.66 - $8.1 $11.9K - $14.5K
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
56
$68.76 - $83.14 $3.85K - $4.66K
CASS
Cass Information Systems Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
286
$39.32 - $45.9 $11.2K - $13.1K
CVCY
Central Valley Community Bancorp

Financial Services
Q4 2021 Filed on Feb 15, 2022
368
$20.74 - $21.79 $7.63K - $8.02K
CTAS
Cintas Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
73
$386.1 - $458.45 $28.2K - $33.5K
SPSC
Sps Commerce Inc

Technology
Q4 2021 Filed on Feb 15, 2022
92
$132.75 - $173.12 $12.2K - $15.9K
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Feb 15, 2022
39
$151.8 - $256.5 $5.92K - $10K
DIOD
Diodes Inc

Technology
Q4 2021 Filed on Feb 15, 2022
212
$85.49 - $112.42 $18.1K - $23.8K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
640
$205.61 - $235.83 $132K - $151K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,000
$26.55 - $40.57 $26.6K - $40.6K
ENS
Ener Sys

Industrials
Q4 2021 Filed on Feb 15, 2022
256
$72.84 - $85.49 $18.6K - $21.9K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2021 Filed on Feb 15, 2022
735
$115.32 - $124.74 $84.8K - $91.7K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2021 Filed on Feb 15, 2022
1,961
$48.4 - $56.11 $94.9K - $110K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 15, 2022
336
$39.46 - $43.04 $13.3K - $14.5K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
80
$24.9 - $40.26 $1.99K - $3.22K
HWM
Howmet Aerospace Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
50
$27.41 - $33.4 $1.37K - $1.67K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 15, 2022
1,416
$59.32 - $60.73 $84K - $86K
IYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
56
$61.79 - $67.85 $3.46K - $3.8K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
44
$343.73 - $431.53 $15.1K - $19K
NTES
Net Ease, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
86
$82.14 - $115.55 $7.06K - $9.94K
NXTC
Next Cure, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
200
$5.7 - $9.1 $1.14K - $1.82K
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
211
$198.08 - $268.28 $41.8K - $56.6K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
196
$46.21 - $73.43 $9.06K - $14.4K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
718
$79.72 - $87.07 $57.2K - $62.5K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,965
$54.35 - $62.28 $107K - $122K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
304
$445.49 - $498.43 $135K - $152K
VICR
Vicor Corp

Technology
Q4 2021 Filed on Feb 15, 2022
200
$114.68 - $162.93 $22.9K - $32.6K
XPER
Xperi Holding Corp

Technology
Q4 2021 Filed on Feb 15, 2022
160
$17.66 - $20.42 $2.83K - $3.27K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
77
$181.81 - $285.66 $14K - $22K
ONEM
1 Life Healthcare Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
300
$15.44 - $23.16 $4.63K - $6.95K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
30
$285.28 - $321.08 $8.56K - $9.63K
Applied Dna Sciences Inc
Q4 2021 Filed on Feb 15, 2022
1
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
453
$152.7 - $178.12 $69.2K - $80.7K
ARES
Ares Management Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
595
$73.25 - $88.84 $43.6K - $52.9K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 15, 2022
86
$73.83 - $89.84 $6.35K - $7.73K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 15, 2022
1,492
$39.23 - $54.4 $58.5K - $81.2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 15, 2022
708
$58.39 - $78.64 $41.3K - $55.7K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 15, 2022
394
$117.89 - $161.28 $46.4K - $63.5K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
452
$5.41 - $8.5 $2.45K - $3.84K
AVLR
Avalara, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
183
$129.11 - $186.42 $23.6K - $34.1K
BEAM
Beam Therapeutics Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,000
$68.02 - $99.06 $68K - $99.1K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
54
$81.2 - $102.5 $4.38K - $5.54K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
80
$389.36 - $619.19 $31.1K - $49.5K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
72
$373.53 - $434.12 $26.9K - $31.3K
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email