LWM
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Liberty Wealth Management’s Boot Barn BOOT Stock Holding History

Liberty Wealth Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-311
Closed -$32K – 284
2021
Q3 		$32K Buy
311
+83
+36% +$7.15K 0.01% 519
2021
Q2 		$19K Sell
228
-57
-20% -$4.18K 0.01% 516
2021
Q1 		$16K Hold
285
– – 0.01% 497
2020
Q4 		$16K Hold
285
– – 0.01% 494
2020
Q3 		$8K Buy
285
+155
+119% +$3.76K ﹤0.01% 549
2020
Q2 		$6K Buy
130
+7
+6% +$137 ﹤0.01% 569
2020
Q1 		$2K Sell
123
-12
-9% -$383 ﹤0.01% 722
2019
Q4 		$6K Buy
+135
New +$5.33K ﹤0.01% 634

Other funds holding BOOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return