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Liberty Wealth Management’s First American FAF Stock Holding History

Liberty Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-162
Closed -$11K – 470
2021
Q3 		$11K Buy
162
+37
+30% +$2.47K ﹤0.01% 804
2021
Q2 		$8K Buy
125
+2
+2% +$127 ﹤0.01% 701
2021
Q1 		$6K Hold
123
– – ﹤0.01% 674
2020
Q4 		$6K Buy
123
+46
+60% +$2.31K ﹤0.01% 669
2020
Q3 		$4K Buy
+77
New +$3.99K ﹤0.01% 650

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Liberty Wealth Management sold out of First American (FAF) in Q4 2021, closing a stake of 162 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in FAF in Q3 2020 and held it in 5 quarters. The position peaked at $11K in Q3 2021. 451 funds tracked by Wall St. Rank hold FAF as of Q4 2021.

  • Liberty Wealth Management reported no remaining First American position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 162 First American shares in Q4 2021, an estimated $11K.
  • Liberty Wealth Management first reported a position in First American in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's First American position peaked at $11K in Q3 2021.
  • 451 funds tracked by Wall St. Rank held First American as of Q4 2021.

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