GCWM
LIBY

Graham Capital Wealth Management’s Liberty Resources Acquisition Corp. Class A Common Stock LIBY Stock Holding History

Graham Capital Wealth Management’s Portfolio LIBY Stock Details LIBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,180
Closed -$144K – 46
2023
Q4 		$144K Sell
13,180
-7,983
-38% -$87K 0.38% 33
2023
Q3 		$229K Hold
21,163
– – 0.54% 36
2023
Q2 		$229K Buy
+21,163
New +$226K 0.54% 36
2022
Q3 		– Sell
-10,000
Closed -$100K – 101
2022
Q2 		$100K Buy
+10,000
New +$100K 0.09% 95

Other funds holding LIBY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Graham Capital Wealth Management's LIBY Position: Q1 2024 in Review

Graham Capital Wealth Management sold out of Liberty Resources Acquisition Corp. Class A Common Stock (LIBY) in Q1 2024, closing a stake of 13,180 shares — an estimated $144K sold.

Graham Capital Wealth Management first reported a position in LIBY in Q2 2022 and held it in 4 quarters. The position peaked at $229K in Q3 2023. 3 funds tracked by Wall St. Rank hold LIBY as of Q1 2024.

  • Graham Capital Wealth Management reported no remaining Liberty Resources Acquisition Corp. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 13,180 Liberty Resources Acquisition Corp. Class A Common Stock shares in Q1 2024, an estimated $144K.
  • Graham Capital Wealth Management first reported a position in Liberty Resources Acquisition Corp. Class A Common Stock in Q2 2022 and held it in 4 quarters.
  • Graham Capital Wealth Management's Liberty Resources Acquisition Corp. Class A Common Stock position peaked at $229K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Liberty Resources Acquisition Corp. Class A Common Stock as of Q1 2024.

Based on Graham Capital Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.