Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
SHG
Shinhan Financial Group CO LTD

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,102
$29.14 - $34.67 $32.1K - $38.2K
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
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
WRB
Berkley W R Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
337
$49.31 - $56.33 $16.6K - $19K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
8
$99.35 - $131.39 $795 - $1.05K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
522
$15.03 - $16.33 $7.85K - $8.52K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
156
$114.69 - $169.73 $17.9K - $26.5K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
405
$17.51 - $19.55 $7.09K - $7.92K
CHE
Chemed Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
36
$407.54 - $536.14 $14.7K - $19.3K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 15, 2022
631
N/A
CNX
Cnx Resources Corp

Energy
Q4 2021 Filed on Feb 15, 2022
2,498
$12.62 - $15.62 $31.5K - $39K
COIN
Coinbase Global, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
48
$229.31 - $357.39 $11K - $17.2K
Compute Health Acquisitin CO
Q4 2021 Filed on Feb 15, 2022
400
N/A
LODE
Comstock Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
100
$1.26 - $2.58 $126 - $258
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
10
$25.69 - $30.45 $257 - $305
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