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Liberty Wealth Management’s J&J Snack Foods JJSF Stock Holding History

Liberty Wealth Management’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-115
Closed -$18K – 660
2021
Q3 		$18K Buy
115
+58
+102% +$9.44K 0.01% 680
2021
Q2 		$10K Hold
57
– – ﹤0.01% 654
2021
Q1 		$8K Hold
57
– – ﹤0.01% 634
2020
Q4 		$8K Buy
57
+31
+119% +$4.52K ﹤0.01% 628
2020
Q3 		$3K Buy
+26
New +$3.38K ﹤0.01% 712

Other funds holding JJSF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Liberty Wealth Management sold out of J&J Snack Foods (JJSF) in Q4 2021, closing a stake of 115 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in JJSF in Q3 2020 and held it in 5 quarters. The position peaked at $18K in Q3 2021. 234 funds tracked by Wall St. Rank hold JJSF as of Q4 2021.

  • Liberty Wealth Management reported no remaining J&J Snack Foods position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 115 J&J Snack Foods shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in J&J Snack Foods in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's J&J Snack Foods position peaked at $18K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held J&J Snack Foods as of Q4 2021.

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