LWM
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Liberty Wealth Management’s Americold COLD Stock Holding History

Liberty Wealth Management’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-129
Closed -$4K – 341
2021
Q3 		$4K Buy
129
+73
+130% +$2.67K ﹤0.01% 966
2021
Q2 		$2K Hold
56
– – ﹤0.01% 904
2021
Q1 		$2K Hold
56
– – ﹤0.01% 802
2020
Q4 		$2K Buy
+56
New +$2.01K ﹤0.01% 799

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Liberty Wealth Management sold out of Americold (COLD) in Q4 2021, closing a stake of 129 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in COLD in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 318 funds tracked by Wall St. Rank hold COLD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Americold position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 129 Americold shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Americold in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Americold position peaked at $4K in Q3 2021.
  • 318 funds tracked by Wall St. Rank held Americold as of Q4 2021.

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