LWM
EQC

Liberty Wealth Management’s Equity Commonwealth EQC Stock Holding History

Liberty Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-187
Closed -$5K – 1150
2021
Q3 		$5K Hold
187
– – ﹤0.01% 957
2021
Q2 		$5K Hold
187
– – ﹤0.01% 809
2021
Q1 		$5K Hold
187
– – ﹤0.01% 717
2020
Q4 		$5K Buy
187
+21
+13% +$560 ﹤0.01% 713
2020
Q3 		$4K Hold
166
– – ﹤0.01% 680
2020
Q2 		$5K Hold
166
– – ﹤0.01% 631
2020
Q1 		$5K Hold
166
– – ﹤0.01% 595
2019
Q4 		$5K Buy
+166
New +$5.34K ﹤0.01% 683
2019
Q3 		– Sell
-166
Closed -$5K – 1001
2019
Q2 		$5K Buy
+166
New +$5.39K ﹤0.01% 673

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Liberty Wealth Management sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 187 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in EQC in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 187 Equity Commonwealth shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Equity Commonwealth in Q2 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Equity Commonwealth position peaked at $5K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

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