Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
RJF
Raymond James Financial Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
64
$93.38 - $102.53 $5.98K - $6.56K
RNR
Renaissancere Holdings LTD

Financial Services
Q4 2021 Filed on Feb 15, 2022
28
$139.15 - $172.82 $3.9K - $4.84K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
300
$53.24 - $87.79 $16K - $26.3K
SDGR
Schrodinger, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
200
$33.38 - $59.25 $6.68K - $11.9K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
229
$205.68 - $366.99 $47.1K - $84K
ST
Sensata Technologies Holding PLC

Technology
Q4 2021 Filed on Feb 15, 2022
92
$54.77 - $61.69 $5.04K - $5.68K
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q4 2021 Filed on Feb 15, 2022
30
$10.02 - $10.5 $301 - $315
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
6
$255.27 - $368.33 $1.53K - $2.21K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q4 2021 Filed on Feb 15, 2022
37
$100.13 - $117.86 $3.7K - $4.36K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q4 2021 Filed on Feb 15, 2022
636
$35.32 - $39.44 $22.5K - $25.1K
STNE
Stone Co Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
128
$14.95 - $39.46 $1.91K - $5.05K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
326
$26.37 - $34.22 $8.6K - $11.2K
SYNH
Syneos Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
52
$86.01 - $102.89 $4.47K - $5.35K
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
118
$109.42 - $123.35 $12.9K - $14.6K
Veoneer Inc
Q4 2021 Filed on Feb 15, 2022
300
N/A
Vereit Inc
Q4 2021 Filed on Feb 15, 2022
197
N/A
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
909
$12.09 - $14.68 $11K - $13.3K
WAFD
Washington Federal Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
220
$32.06 - $36.39 $7.05K - $8.01K
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
12
$198.25 - $238.28 $2.38K - $2.86K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
Q4 2021 Filed on Feb 15, 2022
14,436
$19.76 - $22.85 $285K - $330K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
1
$138.73 - $200.92 $139 - $201
ZEN
Zendesk, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
5
$91.74 - $135.23 $459 - $676
LUMN
Lumen Technologies, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
4,902
$11.79 - $14.27 $57.8K - $70K
NOV
Nov Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
31
$11.73 - $15.5 $364 - $481
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
Q4 2021 Filed on Feb 15, 2022
7,872
$19.32 - $21.66 $152K - $171K
PIPP
Pine Island Acquisition Corp.

Financial Services
Q4 2021 Filed on Feb 15, 2022
30
$9.75 - $10.89 $293 - $327
Svf Investment Corp
Q4 2021 Filed on Feb 15, 2022
1,000
N/A
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
295
$135.05 - $182.59 $39.8K - $53.9K
AVAV
Aero Vironment Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
25
$57.98 - $95.14 $1.45K - $2.38K
AGCO
Agco Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
754
$109.09 - $133.32 $82.3K - $101K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
50
$156.38 - $207.21 $7.82K - $10.4K
AKUS
Akouos, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
500
$7.65 - $11.38 $3.83K - $5.69K
ACHHY
Aluiminum Corp Of China Adr (2
Q4 2021 Filed on Feb 15, 2022
807
N/A
AVEM
American Centy ETF Tr Avantis

ETFs
Q4 2021 Filed on Feb 15, 2022
1,530
$60.96 - $66.61 $93.3K - $102K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q4 2021 Filed on Feb 15, 2022
4
$18.29 - $21.2 $73.2 - $84.8
ARVL
Arrival

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
70
$7.29 - $17.8 $510 - $1.25K
Aspen Technology Inc
Q4 2021 Filed on Feb 15, 2022
135
N/A
RNA
Avidity Biosciences, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
300
$20.4 - $28.66 $6.12K - $8.6K
BSY
Bentley Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
357
$46.65 - $61.4 $16.7K - $21.9K
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