LWM
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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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Liberty Wealth Management sold out of ICF International (ICFI) in Q4 2021, closing a stake of 259 shares — an estimated $25K sold.

Liberty Wealth Management first reported a position in ICFI in Q3 2019 and held it in 9 quarters. The position peaked at $114K in Q2 2021. 185 funds tracked by Wall St. Rank hold ICFI as of Q4 2021.

  • Liberty Wealth Management reported no remaining ICF International position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 259 ICF International shares in Q4 2021, an estimated $25K.
  • Liberty Wealth Management first reported a position in ICF International in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's ICF International position peaked at $114K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held ICF International as of Q4 2021.

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