Liberty Wealth Management’s Integra LifeSciences IART Stock Holding History

Liberty Wealth Management’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-526	Closed	-$36K	–	587
2021 Q3	$36K	Buy	526 +262	+99%	+$18.5K	0.01%	489
2021 Q2	$18K	Hold	264	–	–	0.01%	534
2021 Q1	$17K	Hold	264	–	–	0.01%	486
2020 Q4	$17K	Hold	264	–	–	0.01%	482
2020 Q3	$12K	Hold	264	–	–	0.01%	488
2020 Q2	$12K	Hold	264	–	–	0.01%	459
2020 Q1	$12K	Buy	264 +57	+28%	+$2.99K	0.01%	433
2019 Q4	$12K	Hold	207	–	–	0.01%	508
2019 Q3	$12K	Hold	207	–	–	0.01%	485
2019 Q2	$12K	Hold	207	–	–	0.01%	485
2019 Q1	$11K	Hold	207	–	–	0.01%	425
2018 Q4	$9K	Buy	+207	New	+$11.4K	0.01%	444

Other funds holding IART

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Liberty Wealth Management sold out of Integra LifeSciences (IART) in Q4 2021, closing a stake of 526 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in IART in Q4 2018 and held it in 12 quarters. The position peaked at $36K in Q3 2021. 277 funds tracked by Wall St. Rank hold IART as of Q4 2021.

Liberty Wealth Management reported no remaining Integra LifeSciences position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 526 Integra LifeSciences shares in Q4 2021, an estimated $36K.
Liberty Wealth Management first reported a position in Integra LifeSciences in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Integra LifeSciences position peaked at $36K in Q3 2021.
277 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2021.

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