LWM
HMSY

Liberty Wealth Management’s HMS Holdings Corp. HMSY Stock Holding History

Liberty Wealth Management’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-255
Closed -$6K – 1108
2020
Q3 		$6K Buy
255
+146
+134% +$4.29K ﹤0.01% 612
2020
Q2 		$4K Buy
+109
New +$3.15K ﹤0.01% 673

Other funds holding HMSY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Liberty Wealth Management's HMSY Position: Q4 2020 in Review

Liberty Wealth Management sold out of HMS Holdings Corp. (HMSY) in Q4 2020, closing a stake of 255 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in HMSY in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 255 funds tracked by Wall St. Rank hold HMSY as of Q4 2020.

  • Liberty Wealth Management reported no remaining HMS Holdings Corp. position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 255 HMS Holdings Corp. shares in Q4 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in HMS Holdings Corp. in Q2 2020 and held it in 2 quarters.
  • Liberty Wealth Management's HMS Holdings Corp. position peaked at $6K in Q3 2020.
  • 255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.