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Liberty Wealth Management’s Ball Corp BALL Stock Holding History

Liberty Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28
Closed -$2K – 248
2021
Q3 		$2K Buy
28
+14
+100% +$1.24K ﹤0.01% 1037
2021
Q2 		$1K Hold
14
– – ﹤0.01% 967
2021
Q1 		$1K Hold
14
– – ﹤0.01% 851
2020
Q4 		$1K Hold
14
– – ﹤0.01% 847
2020
Q3 		$1K Hold
14
– – ﹤0.01% 790
2020
Q2 		$1K Hold
14
– – ﹤0.01% 764
2020
Q1 		$1K Hold
14
– – ﹤0.01% 766
2019
Q4 		$1K Buy
+14
New +$949 ﹤0.01% 803

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

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

Liberty Wealth Management sold out of Ball Corp (BALL) in Q4 2021, closing a stake of 28 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in BALL in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 756 funds tracked by Wall St. Rank hold BALL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ball Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 28 Ball Corp shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Ball Corp in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Ball Corp position peaked at $2K in Q3 2021.
  • 756 funds tracked by Wall St. Rank held Ball Corp as of Q4 2021.

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