LWM
BBWI icon

Liberty Wealth Management’s Bath & Body Works BBWI Stock Holding History

Liberty Wealth Management’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-27
Closed -$2K – 257
2021
Q3 		$2K Sell
27
-724
-96% -$46K ﹤0.01% 1038
2021
Q2 		$44K Sell
751
-344
-31% -$18.6K 0.02% 347
2021
Q1 		$37K Hold
1,095
– – 0.02% 337
2020
Q4 		$37K Buy
+1,095
New +$31.8K 0.02% 334
2020
Q2 		– Sell
-126
Closed -$1K – 857
2020
Q1 		$1K Hold
126
– – ﹤0.01% 767
2019
Q4 		$2K Buy
+126
New +$1.82K ﹤0.01% 759
2019
Q1 		– Sell
-165
Closed -$3K – 735
2018
Q4 		$3K Buy
+165
New +$4.16K ﹤0.01% 621

Other funds holding BBWI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

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

Liberty Wealth Management sold out of Bath & Body Works (BBWI) in Q4 2021, closing a stake of 27 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in BBWI in Q4 2018 and held it in 7 quarters. The position peaked at $44K in Q2 2021. 568 funds tracked by Wall St. Rank hold BBWI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Bath & Body Works position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 27 Bath & Body Works shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Bath & Body Works in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Bath & Body Works position peaked at $44K in Q2 2021.
  • 568 funds tracked by Wall St. Rank held Bath & Body Works as of Q4 2021.

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