LWM
AD

Liberty Wealth Management’s Array Digital Infrastructure AD Stock Holding History

Liberty Wealth Management’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-27
Closed -$1K – 1238
2021
Q2 		$1K Hold
27
– – ﹤0.01% 1041
2021
Q1 		$0 Hold
27
– – ﹤0.01% 1047
2020
Q4 		$0 Hold
27
– – ﹤0.01% 1075
2020
Q3 		$1K Hold
27
– – ﹤0.01% 835
2020
Q2 		$1K Hold
27
– – ﹤0.01% 825
2020
Q1 		$1K Hold
27
– – ﹤0.01% 848
2019
Q4 		$1K Buy
+27
New +$946 ﹤0.01% 871

Other funds holding AD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Liberty Wealth Management's AD Position: Q3 2021 in Review

Liberty Wealth Management sold out of Array Digital Infrastructure (AD) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in AD in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 118 funds tracked by Wall St. Rank hold AD as of Q3 2021.

  • Liberty Wealth Management reported no remaining Array Digital Infrastructure position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 27 Array Digital Infrastructure shares in Q3 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Array Digital Infrastructure in Q4 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Array Digital Infrastructure position peaked at $1K in Q2 2021.
  • 118 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.