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Liberty Wealth Management’s GATX Corp GATX Stock Holding History

Liberty Wealth Management’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-36
Closed -$4K – 516
2021
Q3 		$4K Buy
36
+18
+100% +$1.61K ﹤0.01% 975
2021
Q2 		$2K Hold
18
– – ﹤0.01% 918
2021
Q1 		$1K Hold
18
– – ﹤0.01% 864
2020
Q4 		$1K Buy
+18
New +$1.38K ﹤0.01% 862

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Liberty Wealth Management sold out of GATX Corp (GATX) in Q4 2021, closing a stake of 36 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in GATX in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 252 funds tracked by Wall St. Rank hold GATX as of Q4 2021.

  • Liberty Wealth Management reported no remaining GATX Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 36 GATX Corp shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in GATX Corp in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's GATX Corp position peaked at $4K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held GATX Corp as of Q4 2021.

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