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Liberty Wealth Management’s Granite Construction GVA Stock Holding History

Liberty Wealth Management’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-272
Closed -$7K – 924
2019
Q4 		$7K Sell
272
-81
-23% -$2.3K 0.01% 614
2019
Q3 		$11K Sell
353
-3
-0.8% -$104 0.01% 501
2019
Q2 		$17K Buy
356
+81
+29% +$3.54K 0.01% 436
2019
Q1 		$11K Buy
275
+1
+0.4% +$45 0.01% 423
2018
Q4 		$11K Buy
+274
New +$12.5K 0.01% 412

Other funds holding GVA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Liberty Wealth Management's GVA Position: Q1 2020 in Review

Liberty Wealth Management sold out of Granite Construction (GVA) in Q1 2020, closing a stake of 272 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in GVA in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 185 funds tracked by Wall St. Rank hold GVA as of Q1 2020.

  • Liberty Wealth Management reported no remaining Granite Construction position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 272 Granite Construction shares in Q1 2020, an estimated $7K.
  • Liberty Wealth Management first reported a position in Granite Construction in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Granite Construction position peaked at $17K in Q2 2019.
  • 185 funds tracked by Wall St. Rank held Granite Construction as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.