LWM
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Liberty Wealth Management’s Energy Focus EFOI Stock Holding History

Liberty Wealth Management’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed -$1K – 429
2021
Q3 		$1K Hold
25
– – ﹤0.01% 1103
2021
Q2 		$1K Buy
+25
New +$721 ﹤0.01% 981

Other funds holding EFOI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Liberty Wealth Management sold out of Energy Focus (EFOI) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in EFOI in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 19 funds tracked by Wall St. Rank hold EFOI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Energy Focus position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 25 Energy Focus shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Energy Focus in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Energy Focus position peaked at $1K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Energy Focus as of Q4 2021.

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