LWM
JWN

Liberty Wealth Management’s Nordstrom JWN Stock Holding History

Liberty Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-346
Closed -$9K – 664
2021
Q3 		$9K Hold
346
– – ﹤0.01% 841
2021
Q2 		$13K Buy
346
+1
+0.3% +$37 0.01% 596
2021
Q1 		$12K Hold
345
– – 0.01% 559
2020
Q4 		$12K Sell
345
-1
-0.3% -$21 0.01% 554
2020
Q3 		$4K Hold
346
– – ﹤0.01% 656
2020
Q2 		$5K Sell
346
-91
-21% -$1.6K ﹤0.01% 605
2020
Q1 		$7K Sell
437
-68
-13% -$2.27K 0.01% 514
2019
Q4 		$21K Buy
505
+4
+0.8% +$148 0.02% 407
2019
Q3 		$17K Buy
501
+169
+51% +$5.16K 0.02% 419
2019
Q2 		$11K Buy
332
+4
+1% +$151 0.01% 502
2019
Q1 		$14K Sell
328
-83
-20% -$3.79K 0.01% 387
2018
Q4 		$19K Buy
+411
New +$23.2K 0.01% 335

Other funds holding JWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Liberty Wealth Management sold out of Nordstrom (JWN) in Q4 2021, closing a stake of 346 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in JWN in Q4 2018 and held it in 12 quarters. The position peaked at $21K in Q4 2019. 351 funds tracked by Wall St. Rank hold JWN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Nordstrom position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 346 Nordstrom shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Nordstrom in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Nordstrom position peaked at $21K in Q4 2019.
  • 351 funds tracked by Wall St. Rank held Nordstrom as of Q4 2021.

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