Liberty Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Liberty Wealth Management’s Portfolio FFIN Stock Details FFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-972	Closed	-$45K	–	480
2021 Q3	$45K	Hold	972	–	–	0.02%	446
2021 Q2	$48K	Buy	972 +126	+15%	+$6.19K	0.02%	323
2021 Q1	$32K	Hold	846	–	–	0.02%	370
2020 Q4	$32K	Sell	846 -414	-33%	-$13.6K	0.02%	367
2020 Q3	$35K	Hold	1,260	–	–	0.02%	293
2020 Q2	$36K	Hold	1,260	–	–	0.03%	270
2020 Q1	$34K	Hold	1,260	–	–	0.03%	262
2019 Q4	$44K	Hold	1,260	–	–	0.03%	270
2019 Q3	$42K	Hold	1,260	–	–	0.04%	257
2019 Q2	$39K	Hold	1,260	–	–	0.03%	287
2019 Q1	$36K	Hold	1,260	–	–	0.03%	255
2018 Q4	$36K	Buy	+1,260	New	+$37.9K	0.03%	226

Other funds holding FFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Liberty Wealth Management sold out of First Financial Bankshares (FFIN) in Q4 2021, closing a stake of 972 shares — an estimated $45K sold.

Liberty Wealth Management first reported a position in FFIN in Q4 2018 and held it in 12 quarters. The position peaked at $48K in Q2 2021. 278 funds tracked by Wall St. Rank hold FFIN as of Q4 2021.

Liberty Wealth Management reported no remaining First Financial Bankshares position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 972 First Financial Bankshares shares in Q4 2021, an estimated $45K.
Liberty Wealth Management first reported a position in First Financial Bankshares in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's First Financial Bankshares position peaked at $48K in Q2 2021.
278 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2021.

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