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Liberty Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Liberty Wealth Management’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28
Closed -$5K – 566
2021
Q3 		$5K Hold
28
– – ﹤0.01% 947
2021
Q2 		$6K Buy
28
+1
+4% +$213 ﹤0.01% 757
2021
Q1 		$4K Hold
27
– – ﹤0.01% 727
2020
Q4 		$4K Hold
27
– – ﹤0.01% 723
2020
Q3 		$4K Hold
27
– – ﹤0.01% 652
2020
Q2 		$5K Hold
27
– – ﹤0.01% 602
2020
Q1 		$5K Hold
27
– – ﹤0.01% 572
2019
Q4 		$7K Buy
27
+10
+59% +$2.37K 0.01% 616
2019
Q3 		$4K Buy
+17
New +$3.7K ﹤0.01% 666

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Liberty Wealth Management sold out of Huntington Ingalls Industries (HII) in Q4 2021, closing a stake of 28 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in HII in Q3 2019 and held it in 9 quarters. The position peaked at $7K in Q4 2019. 507 funds tracked by Wall St. Rank hold HII as of Q4 2021.

  • Liberty Wealth Management reported no remaining Huntington Ingalls Industries position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 28 Huntington Ingalls Industries shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Huntington Ingalls Industries in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Huntington Ingalls Industries position peaked at $7K in Q4 2019.
  • 507 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q4 2021.

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