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Liberty Wealth Management’s Caesarstone CSTE Stock Holding History

Liberty Wealth Management’s Portfolio CSTE Stock Details CSTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-124
Closed -$2K – 358
2021
Q3 		$2K Buy
124
+67
+118% +$899 ﹤0.01% 1043
2021
Q2 		$1K Sell
57
-21
-27% -$317 ﹤0.01% 977
2021
Q1 		$1K Hold
78
– – ﹤0.01% 856
2020
Q4 		$1K Hold
78
– – ﹤0.01% 853
2020
Q3 		$1K Hold
78
– – ﹤0.01% 794
2020
Q2 		$1K Buy
78
+14
+22% +$147 ﹤0.01% 771
2020
Q1 		$1K Buy
64
+16
+33% +$195 ﹤0.01% 779
2019
Q4 		$0 Buy
+48
New +$770 ﹤0.01% 916

Other funds holding CSTE

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Liberty Wealth Management sold out of Caesarstone (CSTE) in Q4 2021, closing a stake of 124 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CSTE in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 111 funds tracked by Wall St. Rank hold CSTE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Caesarstone position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 124 Caesarstone shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Caesarstone in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Caesarstone position peaked at $2K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held Caesarstone as of Q4 2021.

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