LWM
BR icon

Liberty Wealth Management’s Broadridge BR Stock Holding History

Liberty Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13
Closed -$2K – 287
2021
Q3 		$2K Buy
+13
New +$2.21K ﹤0.01% 1041
2020
Q4 		– Sell
-12
Closed -$2K – 948
2020
Q3 		$2K Buy
12
+1
+9% +$134 ﹤0.01% 747
2020
Q2 		$1K Hold
11
– – ﹤0.01% 766
2020
Q1 		$1K Hold
11
– – ﹤0.01% 771
2019
Q4 		$1K Hold
11
– – ﹤0.01% 805
2019
Q3 		$1K Hold
11
– – ﹤0.01% 774
2019
Q2 		$1K Hold
11
– – ﹤0.01% 801
2019
Q1 		$1K Hold
11
– – ﹤0.01% 659
2018
Q4 		$1K Buy
+11
New +$1.19K ﹤0.01% 699

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return