Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXLS
Exl Service Holdings, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
218
$122.32 - $145.06 $26.7K - $31.6K
FWRD
Forward Air Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
360
$82.73 - $121.09 $29.8K - $43.6K
FELE
Franklin Electric CO Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
363
$80.84 - $96.69 $29.3K - $35.1K
IDA
Idacorp Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
1,010
$98.96 - $113.31 $99.9K - $114K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
526
$62.47 - $73.25 $32.9K - $38.5K
KFRC
Kforce Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
340
$61.54 - $80.75 $20.9K - $27.5K
LHCG
Lhc Group, Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
117
$110.23 - $154.64 $12.9K - $18.1K
MMI
Marcus & Millichap, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
496
$41.42 - $51.65 $20.5K - $25.6K
MASI
Masimo Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
1
$266.41 - $303.29 $266 - $303
MBWM
Mercantile Bank Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
338
$32.78 - $37.05 $11.1K - $12.5K
NXST
Nexstar Media Group, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
216
$143.48 - $170.5 $31K - $36.8K
OMCL
Omnicell, Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
195
$153.26 - $183.62 $29.9K - $35.8K
SIGI
Selective Insurance Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
412
$74.79 - $83.21 $30.8K - $34.3K
SIMO
Silicon Motion Technology Corp

Technology
Q4 2021 Filed on Feb 15, 2022
776
$66.37 - $95.03 $51.5K - $73.7K
SSB
South State Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
328
$74.32 - $84.13 $24.4K - $27.6K
SF
Stifel Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
259
$65.84 - $77.66 $17.1K - $20.1K
TTEK
Tetra Tech Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
20
$151.16 - $190.38 $3.02K - $3.81K
UMBF
Umb Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
179
$96.81 - $108.36 $17.3K - $19.4K
UBSI
United Bankshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
580
$34.13 - $39.1 $19.8K - $22.7K
UTL
Unitil Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
330
$40.9 - $46.47 $13.5K - $15.3K
AMBA
Ambarella Inc

Technology
Q4 2021 Filed on Feb 15, 2022
168
$148.83 - $216.84 $25K - $36.4K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
184
$66.45 - $71.82 $12.2K - $13.2K
DEA
Easterly Government Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
894
$20.79 - $22.93 $18.6K - $20.5K
LTC
Ltc Properties Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
2,142
$31.36 - $34.85 $67.2K - $74.6K
AEG
Aegon Nv

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,345
$4.4 - $5.25 $10.3K - $12.3K
BCS
Barclays PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,410
$9.56 - $11.27 $13.5K - $15.9K
CRTO
Criteo S.A.

Communication Services
Q4 2021 Filed on Feb 15, 2022
2,391
$32.13 - $43.06 $76.8K - $103K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,234
$29.82 - $36.05 $36.8K - $44.5K
KT
Kt Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5,947
$12.57 - $13.68 $74.8K - $81.4K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,054
$5.28 - $5.93 $5.57K - $6.25K
MFG
Mizuho Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
3,062
$2.45 - $2.85 $7.5K - $8.73K
IX
Orix Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
2
$94.2 - $104.04 $188 - $208
PTR
Petrochina CO LTD

Energy
Q4 2021 Filed on Feb 15, 2022
1,762
$42.83 - $53.49 $75.5K - $94.2K
Sk Telecom LTD
Q4 2021 Filed on Feb 15, 2022
19
N/A
TX
Ternium S.A.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
301
$37.72 - $47.02 $11.4K - $14.2K
WNS
Wns (Holdings) LTD

Technology
Q4 2021 Filed on Feb 15, 2022
81
$80.31 - $90.24 $6.51K - $7.31K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 15, 2022
220
$55.21 - $57.77 $12.1K - $12.7K
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Feb 15, 2022
557
$74.94 - $91.73 $41.7K - $51.1K
AVA
Avista Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
2,961
$38.51 - $42.49 $114K - $126K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
73
$17.65 - $20.99 $1.29K - $1.53K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 15, 2022
1,749
$108.34 - $120.33 $189K - $210K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
161
$15.9 - $24.77 $2.56K - $3.99K
HTLD
Heartland Express Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
1,800
$15.98 - $17.71 $28.8K - $31.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Feb 15, 2022
37
$271.6 - $314.21 $10K - $11.6K
NJR
New Jersey Resources Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
1,488
$35.6 - $41.17 $53K - $61.3K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Feb 15, 2022
1,133
$4.15 - $4.78 $4.7K - $5.42K
TM
Toyota Motor Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$166.97 - $187.44 $7.01K - $7.87K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
554
$122.0 - $138.86 $67.6K - $76.9K
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Feb 15, 2022
951
$15.87 - $22.21 $15.1K - $21.1K
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