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Liberty Wealth Management’s Empire State Realty Trust ESRT Stock Holding History

Liberty Wealth Management’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11
Closed – – 454
2021
Q3 		$0 Hold
11
– – ﹤0.01% 1186
2021
Q2 		$0 Hold
11
– – ﹤0.01% 1091
2021
Q1 		$0 Hold
11
– – ﹤0.01% 962
2020
Q4 		$0 Hold
11
– – ﹤0.01% 979
2020
Q3 		$0 Hold
11
– – ﹤0.01% 883
2020
Q2 		$0 Hold
11
– – ﹤0.01% 887
2020
Q1 		$0 Buy
11
+1
+10% +$12 ﹤0.01% 911
2019
Q4 		$0 Hold
10
– – ﹤0.01% 923
2019
Q3 		$0 Hold
10
– – ﹤0.01% 899
2019
Q2 		$0 Hold
10
– – ﹤0.01% 907
2019
Q1 		$0 Hold
10
– – ﹤0.01% 760
2018
Q4 		$0 Buy
+10
New +$156 ﹤0.01% 764

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Liberty Wealth Management sold out of Empire State Realty Trust (ESRT) in Q4 2021, closing a stake of 11 shares.

Liberty Wealth Management first reported a position in ESRT in Q4 2018 and held it in 12 quarters. The position peaked at $0 in Q3 2021. 191 funds tracked by Wall St. Rank hold ESRT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Empire State Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 11 Empire State Realty Trust shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Empire State Realty Trust in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Empire State Realty Trust position peaked at $0 in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2021.

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