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LWM
Liberty Wealth Management’s
KT
KT
Stock Holding History
Liberty Wealth Management’s Portfolio
KT Stock Details
KT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-5,947
Closed
-$79K
–
682
2021
Q3
$79K
Buy
5,947
+3,878
+187%
+$54.9K
0.03%
333
2021
Q2
$29K
Sell
2,069
-93
-4%
-$1.27K
0.01%
425
2021
Q1
$23K
Hold
2,162
–
–
0.01%
436
2020
Q4
$23K
Sell
2,162
-112
-5%
-$1.18K
0.01%
433
2020
Q3
$22K
Sell
2,274
-3
-0.1%
-$30
0.01%
381
2020
Q2
$22K
Buy
2,277
+380
+20%
+$3.62K
0.02%
370
2020
Q1
$15K
Buy
1,897
+312
+20%
+$3.09K
0.01%
407
2019
Q4
$18K
Sell
1,585
-27
-2%
-$308
0.01%
429
2019
Q3
$18K
Sell
1,612
-2
-0.1%
-$23
0.02%
411
2019
Q2
$20K
Sell
1,614
-55
-3%
-$670
0.02%
411
2019
Q1
$20K
Hold
1,669
–
–
0.02%
347
2018
Q4
$23K
Buy
+1,669
New
+$24.2K
0.02%
301
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$1.66T AUM
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$93.1B AUM
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1-Year Est. Return
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18.16%
1-Year Est. Return
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New York
$5.72T AUM
30.48%
1-Year Est. Return
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Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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