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Liberty Wealth Management’s Ambarella AMBA Stock Holding History

Liberty Wealth Management’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-168
Closed -$28K – 201
2021
Q3 		$28K Buy
168
+81
+93% +$9.31K 0.01% 557
2021
Q2 		$9K Hold
87
– – ﹤0.01% 666
2021
Q1 		$9K Hold
87
– – ﹤0.01% 610
2020
Q4 		$9K Sell
87
-35
-29% -$2.45K ﹤0.01% 605
2020
Q3 		$6K Hold
122
– – ﹤0.01% 588
2020
Q2 		$6K Hold
122
– – ﹤0.01% 565
2020
Q1 		$6K Sell
122
-15
-11% -$860 0.01% 529
2019
Q4 		$8K Hold
137
– – 0.01% 576
2019
Q3 		$9K Sell
137
-5
-4% -$259 0.01% 529
2019
Q2 		$6K Hold
142
– – 0.01% 615
2019
Q1 		$6K Hold
142
– – ﹤0.01% 503
2018
Q4 		$4K Buy
+142
New +$5.03K ﹤0.01% 570

Other funds holding AMBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's AMBA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ambarella (AMBA) in Q4 2021, closing a stake of 168 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in AMBA in Q4 2018 and held it in 12 quarters. The position peaked at $28K in Q3 2021. 328 funds tracked by Wall St. Rank hold AMBA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ambarella position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 168 Ambarella shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Ambarella in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Ambarella position peaked at $28K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held Ambarella as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.