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Liberty Wealth Management’s Cintas CTAS Stock Holding History

Liberty Wealth Management’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-292
Closed -$28K – 360
2021
Q3 		$28K Hold
292
– – 0.01% 561
2021
Q2 		$28K Hold
292
– – 0.01% 432
2021
Q1 		$23K Hold
292
– – 0.01% 433
2020
Q4 		$23K Hold
292
– – 0.01% 430
2020
Q3 		$24K Hold
292
– – 0.01% 368
2020
Q2 		$19K Buy
+292
New +$16.9K 0.01% 383

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Liberty Wealth Management sold out of Cintas (CTAS) in Q4 2021, closing a stake of 292 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in CTAS in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2021. 966 funds tracked by Wall St. Rank hold CTAS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Cintas position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 292 Cintas shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Cintas in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Cintas position peaked at $28K in Q3 2021.
  • 966 funds tracked by Wall St. Rank held Cintas as of Q4 2021.

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