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Liberty Wealth Management’s PC Connection CNXN Stock Holding History

Liberty Wealth Management’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-190
Closed -$9K – 867
2020
Q2 		$9K Hold
190
– – 0.01% 509
2020
Q1 		$8K Sell
190
-12
-6% -$532 0.01% 494
2019
Q4 		$10K Buy
202
+1
+0.5% +$46 0.01% 533
2019
Q3 		$8K Sell
201
-11
-5% -$391 0.01% 552
2019
Q2 		$7K Hold
212
– – 0.01% 586
2019
Q1 		$7K Buy
212
+1
+0.5% +$36 0.01% 487
2018
Q4 		$6K Buy
+211
New +$6.75K ﹤0.01% 505

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's CNXN Position: Q3 2020 in Review

Liberty Wealth Management sold out of PC Connection (CNXN) in Q3 2020, closing a stake of 190 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in CNXN in Q4 2018 and held it in 7 quarters. The position peaked at $10K in Q4 2019. 129 funds tracked by Wall St. Rank hold CNXN as of Q3 2020.

  • Liberty Wealth Management reported no remaining PC Connection position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 190 PC Connection shares in Q3 2020, an estimated $9K.
  • Liberty Wealth Management first reported a position in PC Connection in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's PC Connection position peaked at $10K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held PC Connection as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.