Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 15, 2022
440
$40.07 - $44.51 $17.6K - $19.6K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
34
$29.5 - $29.98 $1K - $1.02K
LNG
Cheniere Energy, Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
200
$98.8 - $111.51 $19.8K - $22.3K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
136
$135.09 - $284.11 $18.4K - $38.6K
WDAY
Workday, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
377
$249.68 - $300.9 $94.1K - $113K
FTNT
Fortinet, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
100
$57.77 - $73.53 $5.78K - $7.35K
IQ
I Qiyi, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
48
$4.03 - $9.77 $193 - $469
CYBR
Cyber Ark Software Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
150
$151.6 - $198.81 $22.7K - $29.8K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,067
$8.73 - $15.27 $18K - $31.6K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,591
$37.78 - $44.19 $60.1K - $70.3K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2021 Filed on Feb 15, 2022
464
$61.08 - $68.63 $28.3K - $31.8K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2021 Filed on Feb 15, 2022
126
$101.4 - $117.16 $12.8K - $14.8K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
419
$370.57 - $477.91 $155K - $200K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2021 Filed on Feb 15, 2022
165
$234.3 - $265.79 $38.7K - $43.9K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Feb 15, 2022
276
$183.1 - $238.9 $50.5K - $65.9K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
136
$105.3 - $120.66 $14.3K - $16.4K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
326
$139.73 - $176.87 $45.6K - $57.7K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
102
$255.99 - $314.27 $26.1K - $32.1K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
100
$589.61 - $711.02 $59K - $71.1K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
338
$264.89 - $310.24 $89.5K - $105K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
113
$95.77 - $138.0 $10.8K - $15.6K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
38
$138.35 - $173.25 $5.26K - $6.58K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
20
$78.72 - $108.43 $1.57K - $2.17K
DOV
Dover Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
28
$155.99 - $181.6 $4.37K - $5.08K
Hollyfrontier Corp
Q4 2021 Filed on Feb 15, 2022
36
N/A
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
159
$206.87 - $247.07 $32.9K - $39.3K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
374
$44.57 - $55.81 $16.7K - $20.9K
NTAP
Net App, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
378
$86.0 - $94.42 $32.5K - $35.7K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
4,021
$20.57 - $24.47 $82.7K - $98.4K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
18
$95.99 - $119.67 $1.73K - $2.15K
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
425
$65.12 - $73.93 $27.7K - $31.4K
RHI
Robert Half International Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,463
$102.59 - $119.57 $150K - $175K
ROL
Rollins Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
405
$31.77 - $39.33 $12.9K - $15.9K
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
89
$55.2 - $67.55 $4.91K - $6.01K
TXT
Textron Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
1,798
$69.15 - $77.49 $124K - $139K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
38
$78.08 - $87.16 $2.97K - $3.31K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
213
$358.15 - $413.86 $76.3K - $88.2K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
107
$42.48 - $51.63 $4.55K - $5.52K
KIM
Kimco Realty Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,200
$21.48 - $24.65 $25.8K - $29.6K
ERII
Energy Recovery, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,806
$18.85 - $24.18 $34K - $43.7K
NEP
Nextera Energy Partners, LP

Utilities
Q4 2021 Filed on Feb 15, 2022
520
$76.06 - $87.69 $39.6K - $45.6K
NRZ
New Residential Investment Corp.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,037
$10.48 - $11.64 $10.9K - $12.1K
AMN
Amn Healthcare Services Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
262
$94.48 - $124.24 $24.8K - $32.6K
AMWD
American Woodmark Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
248
$56.99 - $75.2 $14.1K - $18.6K
BCPC
Balchem Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
184
$149.18 - $172.5 $27.4K - $31.7K
B
Barnes Group Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
312
$40.74 - $46.91 $12.7K - $14.6K
BHE
Benchmark Electronics Inc

Technology
Q4 2021 Filed on Feb 15, 2022
830
$23.19 - $27.35 $19.2K - $22.7K
CTS
Cts Corp

Technology
Q4 2021 Filed on Feb 15, 2022
515
$30.22 - $38.18 $15.6K - $19.7K
CACI
Caci International Inc

Technology
Q4 2021 Filed on Feb 15, 2022
66
$255.24 - $289.0 $16.8K - $19.1K
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