Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Feb 15, 2022
185
$65.16 - $70.02 $12.1K - $13K
LAC
Lithium Americas Corp.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
1,000
$20.19 - $40.96 $20.2K - $41K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
81
$86.81 - $97.12 $7.03K - $7.87K
AES
Aes Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
58
$22.84 - $25.66 $1.32K - $1.49K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
286
$207.17 - $241.91 $59.3K - $69.2K
ELV
Elevance Health, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
8
$370.08 - $467.67 $2.96K - $3.74K
KMX
Carmax Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
22
$122.54 - $154.85 $2.7K - $3.41K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,457
$44.49 - $51.04 $109K - $125K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
451
$102.36 - $125.04 $46.2K - $56.4K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
91
$129.96 - $155.99 $11.8K - $14.2K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
46
$248.03 - $268.66 $11.4K - $12.4K
STE
Steris PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
36
$206.02 - $245.17 $7.42K - $8.83K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 15, 2022
22
$97.44 - $99.3 $2.14K - $2.18K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2021 Filed on Feb 15, 2022
82
$26.84 - $27.37 $2.2K - $2.24K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2021 Filed on Feb 15, 2022
38
$13.17 - $16.4 $500 - $623
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
7
$127.69 - $165.85 $894 - $1.16K
LZB
La Z Boy Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
674
$32.67 - $37.58 $22K - $25.3K
SID
National Steel CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
22
$3.57 - $5.45 $78.5 - $120
WPP
Wpp PLC

Communication Services
Q4 2021 Filed on Feb 15, 2022
578
$64.88 - $76.2 $37.5K - $44K
NVMI
Nova Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
175
$97.19 - $146.5 $17K - $25.6K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Feb 15, 2022
4,131
$36.89 - $43.3 $152K - $179K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 15, 2022
352
$47.44 - $52.5 $16.7K - $18.5K
AFL
Aflac Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
114
$52.77 - $58.79 $6.02K - $6.7K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 15, 2022
82
$167.8 - $188.86 $13.8K - $15.5K
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Feb 15, 2022
76
$334.99 - $411.22 $25.5K - $31.3K
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
DGX
Quest Diagnostics Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
24
$140.36 - $173.01 $3.37K - $4.15K
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
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
292
$11.26 - $12.39 $3.29K - $3.62K
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
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