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Liberty Wealth Management’s Carpenter Technology CRS Stock Holding History

Liberty Wealth Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-134
Closed -$2K – 961
2020
Q3 		$2K Buy
134
+2
+2% +$43 ﹤0.01% 753
2020
Q2 		$3K Hold
132
– – ﹤0.01% 687
2020
Q1 		$3K Sell
132
-11
-8% -$410 ﹤0.01% 663
2019
Q4 		$7K Buy
143
+1
+0.7% +$51 0.01% 610
2019
Q3 		$7K Hold
142
– – 0.01% 575
2019
Q2 		$7K Buy
142
+1
+0.7% +$47 0.01% 588
2019
Q1 		$6K Hold
141
– – ﹤0.01% 505
2018
Q4 		$5K Buy
+141
New +$6.36K ﹤0.01% 540

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's CRS Position: Q4 2020 in Review

Liberty Wealth Management sold out of Carpenter Technology (CRS) in Q4 2020, closing a stake of 134 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CRS in Q4 2018 and held it in 8 quarters. The position peaked at $7K in Q4 2019. 199 funds tracked by Wall St. Rank hold CRS as of Q4 2020.

  • Liberty Wealth Management reported no remaining Carpenter Technology position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 134 Carpenter Technology shares in Q4 2020, an estimated $2K.
  • Liberty Wealth Management first reported a position in Carpenter Technology in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Carpenter Technology position peaked at $7K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.