LWM
ICFI icon

Liberty Wealth Management’s ICF International ICFI Stock Holding History

Liberty Wealth Management’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-259
Closed -$25K – 590
2021
Q3 		$25K Buy
259
+130
+101% +$11.8K 0.01% 591
2021
Q2 		$114K Sell
129
-3
-2% -$275 0.04% 198
2021
Q1 		$10K Hold
132
– – ﹤0.01% 595
2020
Q4 		$10K Buy
132
+4
+3% +$288 ﹤0.01% 588
2020
Q3 		$8K Buy
128
+1
+0.8% +$66 ﹤0.01% 555
2020
Q2 		$8K Buy
127
+2
+2% +$131 0.01% 527
2020
Q1 		$9K Buy
125
+35
+39% +$2.85K 0.01% 481
2019
Q4 		$8K Buy
90
+6
+7% +$516 0.01% 586
2019
Q3 		$7K Buy
+84
New +$6.83K 0.01% 584

Other funds holding ICFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return