Liberty Wealth Management’s ENI E Stock Holding History

Liberty Wealth Management’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-759	Closed	-$22K	–	421
2021 Q3	$22K	Buy	759 +731	+2,611%	+$17.8K	0.01%	616
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	980
2021 Q1	$0	Hold	28	–	–	﹤0.01%	957
2020 Q4	$0	Hold	28	–	–	﹤0.01%	974
2020 Q3	$0	Hold	28	–	–	﹤0.01%	878
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	775
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	787
2019 Q4	$1K	Buy	+28	New	+$858	﹤0.01%	816

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Liberty Wealth Management sold out of ENI (E) in Q4 2021, closing a stake of 759 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in E in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q3 2021. 162 funds tracked by Wall St. Rank hold E as of Q4 2021.

Liberty Wealth Management reported no remaining ENI position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 759 ENI shares in Q4 2021, an estimated $22K.
Liberty Wealth Management first reported a position in ENI in Q4 2019 and held it in 8 quarters.
Liberty Wealth Management's ENI position peaked at $22K in Q3 2021.
162 funds tracked by Wall St. Rank held ENI as of Q4 2021.

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