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Liberty Wealth Management’s AudioCodes AUDC Stock Holding History

Liberty Wealth Management’s Portfolio AUDC Stock Details AUDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-169
Closed -$6K – 234
2021
Q3 		$6K Sell
169
-7
-4% -$227 ﹤0.01% 901
2021
Q2 		$6K Buy
176
+1
+0.6% +$32 ﹤0.01% 747
2021
Q1 		$5K Hold
175
– – ﹤0.01% 691
2020
Q4 		$5K Sell
175
-7
-4% -$205 ﹤0.01% 685
2020
Q3 		$6K Buy
182
+1
+0.6% +$34 ﹤0.01% 589
2020
Q2 		$6K Buy
181
+102
+129% +$3.13K ﹤0.01% 566
2020
Q1 		$2K Buy
79
+31
+65% +$719 ﹤0.01% 716
2019
Q4 		$1K Buy
48
+8
+20% +$175 ﹤0.01% 802
2019
Q3 		$1K Buy
+40
New +$719 ﹤0.01% 770

Other funds holding AUDC

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Liberty Wealth Management sold out of AudioCodes (AUDC) in Q4 2021, closing a stake of 169 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in AUDC in Q3 2019 and held it in 9 quarters. The position peaked at $6K in Q3 2021. 115 funds tracked by Wall St. Rank hold AUDC as of Q4 2021.

  • Liberty Wealth Management reported no remaining AudioCodes position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 169 AudioCodes shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in AudioCodes in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's AudioCodes position peaked at $6K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held AudioCodes as of Q4 2021.

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