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Liberty Wealth Management’s James Hardie Industries JHX Stock Holding History

Liberty Wealth Management’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$2K – 659
2021
Q3 		$2K Buy
+50
New +$1.83K ﹤0.01% 1064

Other funds holding JHX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Liberty Wealth Management sold out of James Hardie Industries (JHX) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in JHX in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 103 funds tracked by Wall St. Rank hold JHX as of Q4 2021.

  • Liberty Wealth Management reported no remaining James Hardie Industries position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 50 James Hardie Industries shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in James Hardie Industries in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's James Hardie Industries position peaked at $2K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2021.

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