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Liberty Wealth Management’s Black Diamond Therapeutics BDTX Stock Holding History

Liberty Wealth Management’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$4K – 263
2021
Q3 		$4K Sell
500
-100
-17% -$987 ﹤0.01% 963
2021
Q2 		$6K Buy
600
+100
+20% +$1.98K ﹤0.01% 748
2021
Q1 		$12K Hold
500
– – 0.01% 552
2020
Q4 		$12K Buy
+500
New +$16.4K 0.01% 547

Other funds holding BDTX

BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Liberty Wealth Management sold out of Black Diamond Therapeutics (BDTX) in Q4 2021, closing a stake of 500 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in BDTX in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2021. 95 funds tracked by Wall St. Rank hold BDTX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Black Diamond Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 500 Black Diamond Therapeutics shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Black Diamond Therapeutics in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Black Diamond Therapeutics position peaked at $12K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q4 2021.

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