LWM
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Liberty Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Liberty Wealth Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,047
Closed -$70K – 669
2021
Q3 		$70K Buy
+1,047
New +$67.8K 0.03% 357

Other funds holding KBWB

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Liberty Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2021, closing a stake of 1,047 shares — an estimated $70K sold.

Liberty Wealth Management first reported a position in KBWB in Q3 2021 and held it in 1 quarter. The position peaked at $70K in Q3 2021. 170 funds tracked by Wall St. Rank hold KBWB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,047 Invesco KBW Bank ETF shares in Q4 2021, an estimated $70K.
  • Liberty Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Invesco KBW Bank ETF position peaked at $70K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2021.

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