LWM
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Liberty Wealth Management’s Factset FDS Stock Holding History

Liberty Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-190
Closed -$59K – 1097
2021
Q1 		$59K Hold
190
– – 0.03% 251
2020
Q4 		$59K Hold
190
– – 0.03% 249
2020
Q3 		$64K Sell
190
-75
-28% -$25.9K 0.04% 199
2020
Q2 		$86K Hold
265
– – 0.06% 162
2020
Q1 		$69K Sell
265
-4
-1% -$1.09K 0.06% 182
2019
Q4 		$72K Buy
269
+1
+0.4% +$257 0.06% 197
2019
Q3 		$65K Sell
268
-67
-20% -$18.6K 0.06% 192
2019
Q2 		$96K Sell
335
-7
-2% -$1.94K 0.08% 172
2019
Q1 		$84K Buy
342
+1
+0.3% +$224 0.06% 157
2018
Q4 		$68K Buy
+341
New +$75.1K 0.05% 163

Other funds holding FDS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return