Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QFIN
360 Digi Tech, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
96
$12.01 - $33.58 $1.15K - $3.22K
AYI
Acuity Brands Inc

Industrials
Q1 2021 Filed on May 17, 2021
2
$115.99 - $165.0 $232 - $330
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
1
$126.83 - $175.69 $127 - $176
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q1 2021 Filed on May 17, 2021
0
$18.75 - $20.71 $0 - $0
CVNA
Carvana Co.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
1
$236.27 - $314.84 $236 - $315
CHDN
Churchill Downs Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
1
$184.98 - $254.33 $185 - $254
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q1 2021 Filed on May 17, 2021
0
$48.52 - $52.84 $0 - $0
CROX
Crocs, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
4
$61.56 - $84.8 $246 - $339
FOXA
Fox Corp

Communication Services
Q1 2021 Filed on May 17, 2021
10
$28.81 - $44.18 $288 - $442
HUM
Humana Inc

Healthcare
Q1 2021 Filed on May 17, 2021
1
$375.15 - $447.69 $375 - $448
IIVI
Ii Vi Inc

Technology
Q1 2021 Filed on May 17, 2021
3
$65.85 - $99.58 $198 - $299
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2021 Filed on May 17, 2021
0
$32.33 - $33.67 $0 - $0
EWN
Ishares Msci Netherlnds ETF

ETFs
Q1 2021 Filed on May 17, 2021
0
$41.98 - $46.5 $0 - $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2021 Filed on May 17, 2021
7
$40.0 - $49.07 $280 - $343
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
2
$136.11 - $195.67 $272 - $391
Wisdomtree Continuous Commodit Shs Ben Int
Q4 2020 Filed on Feb 09, 2021
24,785
N/A
Tiffany CO
Q4 2020 Filed on Feb 09, 2021
281
N/A
AMX
America Movil Sab De Cv

Communication Services
Q4 2020 Filed on Feb 09, 2021
991
$11.8 - $14.89 $11.7K - $14.8K
HAL
Halliburton CO

Energy
Q4 2020 Filed on Feb 09, 2021
891
$11.17 - $20.14 $9.95K - $17.9K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 09, 2021
4,468
N/A
MFC
Manulife Financial Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
1,311
$13.34 - $18.23 $17.5K - $23.9K
Allianzgi Conv Income Fd Com
Q4 2020 Filed on Feb 09, 2021
21,641
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
1,583
$15.16 - $19.18 $24K - $30.4K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
500
$45.05 - $58.86 $22.5K - $29.4K
CRS
Carpenter Technology Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
134
$16.09 - $29.71 $2.16K - $3.98K
Mts Systems Corp
Q4 2020 Filed on Feb 09, 2021
168
N/A
China Telecom Corporation Spons Adr Each Repr 100 H Com Cny1
Q4 2020 Filed on Feb 09, 2021
146
N/A
Cia Paranaense De Energia Copel Adr Each Repr 1 Pref B Shs Level 2
Q4 2020 Filed on Feb 09, 2021
259
N/A
National Oilwell Varco Inc
Q4 2020 Filed on Feb 09, 2021
31
N/A
DBB
Invesco Db Base Metals Fund

ETFs
Q4 2020 Filed on Feb 09, 2021
100
$14.7 - $17.85 $1.47K - $1.79K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2020 Filed on Feb 09, 2021
16
$50.84 - $66.37 $813 - $1.06K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2020 Filed on Feb 09, 2021
43
$58.06 - $69.83 $2.5K - $3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2020 Filed on Feb 09, 2021
76
$50.83 - $59.53 $3.86K - $4.52K
Mallinckrodt PLC Com Usd0 20
Q4 2020 Filed on Feb 09, 2021
33
N/A
AMRS
Amyris, Inc.

Basic Materials
Q4 2020 Filed on Feb 09, 2021
2
$1.89 - $6.57 $3.78 - $13.1
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
37
$2.22 - $3.78 $82.1 - $140
X
United States Steel Corp

Basic Materials
Q4 2020 Filed on Feb 09, 2021
100
$7.48 - $19.47 $748 - $1.95K
China Unicom Hong Kong Limited Adr Each Rep 10 Ord Hkd0 10 Lvl111
Q4 2020 Filed on Feb 09, 2021
240
N/A
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q4 2020 Filed on Feb 09, 2021
69
$28.26 - $40.86 $1.95K - $2.82K
Unilever Nv Eur0 16 New York Shares
Q4 2020 Filed on Feb 09, 2021
151
N/A
ARCC
Ares Capital Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
188
$13.82 - $17.28 $2.6K - $3.25K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2020 Filed on Feb 09, 2021
1,014
$8.69 - $9.73 $8.81K - $9.87K
Vereit Inc Com
Q4 2020 Filed on Feb 09, 2021
669
N/A
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 09, 2021
44
$121.78 - $149.11 $5.36K - $6.56K
Huami Corp Sponsored Ads Isin Us44331 K1034
Q4 2020 Filed on Feb 09, 2021
201
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2020 Filed on Feb 09, 2021
275
$60.02 - $60.09 $16.5K - $16.5K
Parsley Energy Inc
Q4 2020 Filed on Feb 09, 2021
422
N/A
PSLV
Sprott Physical Silver Trust

Financial Services
Q4 2020 Filed on Feb 09, 2021
4,700
$7.86 - $9.38 $36.9K - $44.1K
AAL
American Airlines Group Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
5
$10.95 - $17.99 $54.8 - $89.9
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