Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
2
$35.89 - $45.78 $71.8 - $91.6
CBRE
Cbre Group, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,556
$95.02 - $108.58 $148K - $169K
Cimarex Energy CO
Q4 2021 Filed on Feb 15, 2022
34
N/A
CCMP
Cmc Materials, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
40
$119.55 - $195.5 $4.78K - $7.82K
CNHI
Cnh Industrial N.V.

Industrials
Q4 2021 Filed on Feb 15, 2022
7,411
$16.12 - $19.63 $119K - $145K
CLR
Continental Resources, Inc

Energy
Q4 2021 Filed on Feb 15, 2022
118
$42.68 - $53.87 $5.04K - $6.36K
DDOG
Datadog, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
5
$137.1 - $196.56 $686 - $983
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
66
$48.31 - $59.22 $3.19K - $3.91K
Direxion Shs ETF Tr
Q4 2021 Filed on Feb 15, 2022
151
N/A
ESTC
Elastic N.V.

Technology
Q4 2021 Filed on Feb 15, 2022
86
$110.55 - $186.78 $9.51K - $16.1K
EFX
Equifax Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
113
$253.4 - $297.05 $28.6K - $33.6K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
172
$198.72 - $296.91 $34.2K - $51.1K
FSLY
Fastly, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
14
$35.09 - $54.39 $491 - $761
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 15, 2022
591
$219.19 - $250.48 $130K - $148K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$115.46 - $143.31 $4.85K - $6.02K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
34
$89.89 - $108.82 $3.06K - $3.7K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
10
$34.22 - $61.89 $342 - $619
GATX
Gatx Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
36
$91.6 - $106.42 $3.3K - $3.83K
GGB
Gerdau S.A.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
2,263
$4.26 - $5.22 $9.64K - $11.8K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2021 Filed on Feb 15, 2022
1,602
$35.85 - $38.24 $57.4K - $61.3K
GOSS
Gossamer Bio, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,000
$10.12 - $14.07 $20.2K - $28.1K
HALO
Halozyme Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
300
$31.82 - $40.75 $9.55K - $12.2K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
565
$225.59 - $260.0 $127K - $147K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2021 Filed on Feb 15, 2022
107
$147.96 - $174.24 $15.8K - $18.6K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
7
$34.22 - $42.01 $240 - $294
FIXX
Homology Medicines, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
500
$3.64 - $7.78 $1.82K - $3.89K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$27.36 - $30.79 $1.15K - $1.29K
HLI
Houlihan Lokey, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
52
$93.45 - $118.96 $4.86K - $6.19K
INFY
Infosys LTD

Technology
Q4 2021 Filed on Feb 15, 2022
709
$21.82 - $25.41 $15.5K - $18K
ING
Ing Groep Nv

Financial Services
Q4 2021 Filed on Feb 15, 2022
129
$13.32 - $15.63 $1.72K - $2.02K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
3,470
$33.06 - $38.26 $115K - $133K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
284
$73.76 - $100.53 $20.9K - $28.6K
Invesco Mortgage Capital Inc
Q4 2021 Filed on Feb 15, 2022
1
N/A
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2021 Filed on Feb 15, 2022
34
$71.13 - $76.45 $2.42K - $2.6K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2021 Filed on Feb 15, 2022
364
$87.78 - $97.25 $32K - $35.4K
ITRI
Itron, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
200
$60.57 - $81.04 $12.1K - $16.2K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
40
$37.46 - $56.26 $1.5K - $2.25K
MAN
Manpower Group Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
78
$89.0 - $113.54 $6.94K - $8.86K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
49
$38.3 - $50.37 $1.88K - $2.47K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
104
$20.88 - $24.37 $2.17K - $2.53K
ON
On Semiconductor Corp

Technology
Q4 2021 Filed on Feb 15, 2022
500
$41.9 - $69.78 $21K - $34.9K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
5
$34.56 - $96.6 $173 - $483
PKI
Perkinelmer Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
782
$166.66 - $201.06 $130K - $157K
PHR
Phreesia, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
200
$39.92 - $74.89 $7.98K - $15K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2021 Filed on Feb 15, 2022
232
$100.59 - $101.79 $23.3K - $23.6K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
67
$34.93 - $62.68 $2.34K - $4.2K
PKX
Posco Holdings Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
876
$55.17 - $69.49 $48.3K - $60.9K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
432
$74.17 - $84.21 $32K - $36.4K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
10
$22.03 - $40.58 $220 - $406
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