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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Liberty Wealth Management sold out of Boot Barn (BOOT) in Q4 2021, closing a stake of 311 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in BOOT in Q4 2019 and held it in 8 quarters. The position peaked at $32K in Q3 2021. 308 funds tracked by Wall St. Rank hold BOOT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Boot Barn position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 311 Boot Barn shares in Q4 2021, an estimated $32K.
  • Liberty Wealth Management first reported a position in Boot Barn in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Boot Barn position peaked at $32K in Q3 2021.
  • 308 funds tracked by Wall St. Rank held Boot Barn as of Q4 2021.

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