LWM
CMCT

Liberty Wealth Management’s Creative Media & Community Trust CMCT Stock Holding History

Liberty Wealth Management’s Portfolio CMCT Stock Details CMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$14K – 227
2024
Q3 		$14K Buy
+1
New +$50.4K ﹤0.01% 226

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $31.8B AUM 28.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's CMCT Position: Q4 2024 in Review

Liberty Wealth Management sold out of Creative Media & Community Trust (CMCT) in Q4 2024, closing a stake of 1 share — an estimated $14K sold.

Liberty Wealth Management first reported a position in CMCT in Q3 2024 and held it in 1 quarter. The position peaked at $14K in Q3 2024. 51 funds tracked by Wall St. Rank hold CMCT as of Q4 2024.

  • Liberty Wealth Management reported no remaining Creative Media & Community Trust position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 1 Creative Media & Community Trust share in Q4 2024, an estimated $14K.
  • Liberty Wealth Management first reported a position in Creative Media & Community Trust in Q3 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Creative Media & Community Trust position peaked at $14K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.