Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLKB
Blackbaud Inc

Technology
Q4 2021 Filed on Feb 15, 2022
200
$69.61 - $86.48 $13.9K - $17.3K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 15, 2022
60
$196.19 - $221.91 $11.8K - $13.3K
HXL
Hexcel Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
32
$47.83 - $63.17 $1.53K - $2.02K
JBHT
Hunt J B Transport Services Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
14
$165.48 - $205.75 $2.32K - $2.88K
IPGP
Ipg Photonics Corp

Technology
Q4 2021 Filed on Feb 15, 2022
16
$153.19 - $177.34 $2.45K - $2.84K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Feb 15, 2022
58
$135.47 - $153.12 $7.86K - $8.88K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
18
$238.37 - $282.61 $4.29K - $5.09K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
24
$50.24 - $63.38 $1.21K - $1.52K
ORA
Ormat Technologies, Inc.

Utilities
Q4 2021 Filed on Feb 15, 2022
18
$67.34 - $81.93 $1.21K - $1.47K
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
40
$94.51 - $122.11 $3.78K - $4.88K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
19
$222.76 - $252.59 $4.23K - $4.8K
SBAC
Sba Communications Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
28
$323.4 - $389.02 $9.06K - $10.9K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,000
$3.85 - $6.71 $7.7K - $13.4K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
58
$13.1 - $13.58 $760 - $788
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
61
$214.16 - $283.8 $13.1K - $17.3K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,260
$77.91 - $88.5 $98.2K - $112K
APH
Amphenol Corp

Technology
Q4 2021 Filed on Feb 15, 2022
117
$73.54 - $87.94 $8.6K - $10.3K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 15, 2022
1,301
$91.87 - $125.12 $120K - $163K
AUB
Atlantic Union Bankshares Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
759
$32.49 - $38.36 $24.7K - $29.1K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Feb 15, 2022
504
$343.33 - $458.13 $173K - $231K
MPV
Barings Participation Investors

Financial Services
Q4 2021 Filed on Feb 15, 2022
75
$13.64 - $15.1 $1.02K - $1.13K
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
73
$6.29 - $12.18 $459 - $889
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 15, 2022
1,162
$173.61 - $207.02 $202K - $241K
CNP
Centerpoint Energy Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
6,693
$24.9 - $28.09 $167K - $188K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2021 Filed on Feb 15, 2022
541
$109.26 - $123.86 $59.1K - $67K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
70
$74.42 - $85.34 $5.21K - $5.97K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
295
$41.95 - $48.7 $12.4K - $14.4K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
302
$46.01 - $53.02 $13.9K - $16K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
2,367
$52.76 - $60.06 $125K - $142K
DS
Drive Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
325
$1.43 - $2.86 $465 - $930
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
479
$69.13 - $81.02 $33.1K - $38.8K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Feb 15, 2022
187
$25.13 - $27.04 $4.7K - $5.06K
FTCS
First Trust Capital Strength E

ETFs
Q4 2021 Filed on Feb 15, 2022
238
$74.77 - $84.75 $17.8K - $20.2K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2021 Filed on Feb 15, 2022
104
$116.17 - $136.03 $12.1K - $14.1K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
788
$25.57 - $33.13 $20.1K - $26.1K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
25
$12.6 - $13.7 $315 - $343
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
505
$3.65 - $4.02 $1.84K - $2.03K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
632
$117.86 - $161.31 $74.5K - $102K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
3,160
$29.95 - $34.72 $94.6K - $110K
HSON
Hudson Global, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1
$15.55 - $30.84 $15.6 - $30.8
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 15, 2022
821
$44.53 - $46.0 $36.6K - $37.8K
SCJ
Ishares Msci Japan Small Cap E

ETFs
Q4 2021 Filed on Feb 15, 2022
750
$74.47 - $81.81 $55.9K - $61.4K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
36
$157.31 - $176.88 $5.66K - $6.37K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Feb 15, 2022
236
$70.21 - $77.4 $16.6K - $18.3K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Feb 15, 2022
603
$384.52 - $446.52 $232K - $269K
MEDP
Medpace Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
137
$182.74 - $227.9 $25K - $31.2K
Micro Focus Intl PLC
Q4 2021 Filed on Feb 15, 2022
1,029
N/A
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Feb 15, 2022
34
$66.38 - $96.17 $2.26K - $3.27K
MOV
Movado Group Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
950
$31.68 - $47.66 $30.1K - $45.3K
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