LWM
AABA

Liberty Wealth Management’s Altaba Inc AABA Stock Holding History

Liberty Wealth Management’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,200
Closed -$82K – 982
2019
Q3 		$82K Sell
4,200
-56
-1% -$3.7K 0.08% 166
2019
Q2 		$295K Buy
4,256
+56
+1% +$3.92K 0.26% 83
2019
Q1 		$311K Hold
4,200
– – 0.23% 66
2018
Q4 		$243K Buy
+4,200
New +$259K 0.18% 74

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Liberty Wealth Management's AABA Position: Q4 2019 in Review

Liberty Wealth Management sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 4,200 shares — an estimated $82K sold.

Liberty Wealth Management first reported a position in AABA in Q4 2018 and held it in 4 quarters. The position peaked at $311K in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Liberty Wealth Management reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 4,200 Altaba Inc shares in Q4 2019, an estimated $82K.
  • Liberty Wealth Management first reported a position in Altaba Inc in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Altaba Inc position peaked at $311K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.