LWM
GTY

Liberty Wealth Management’s Getty Realty Corp GTY Stock Holding History

Liberty Wealth Management’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-599
Closed -$19K – 550
2021
Q3 		$19K Buy
599
+305
+104% +$9.53K 0.01% 656
2021
Q2 		$9K Buy
294
+4
+1% +$125 ﹤0.01% 678
2021
Q1 		$7K Hold
290
– – ﹤0.01% 655
2020
Q4 		$7K Buy
290
+6
+2% +$166 ﹤0.01% 648
2020
Q3 		$7K Buy
284
+112
+65% +$3.24K ﹤0.01% 573
2020
Q2 		$5K Buy
172
+3
+2% +$80 ﹤0.01% 600
2020
Q1 		$4K Sell
169
-7
-4% -$205 ﹤0.01% 616
2019
Q4 		$6K Buy
176
+1
+0.6% +$33 ﹤0.01% 639
2019
Q3 		$6K Buy
+175
New +$5.41K 0.01% 608

Other funds holding GTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Liberty Wealth Management sold out of Getty Realty Corp (GTY) in Q4 2021, closing a stake of 599 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in GTY in Q3 2019 and held it in 9 quarters. The position peaked at $19K in Q3 2021. 216 funds tracked by Wall St. Rank hold GTY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Getty Realty Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 599 Getty Realty Corp shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Getty Realty Corp in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Getty Realty Corp position peaked at $19K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Getty Realty Corp as of Q4 2021.

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