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Liberty Wealth Management’s Lear LEA Stock Holding History

Liberty Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-52
Closed -$9K – 690
2021
Q3 		$9K Buy
52
+16
+44% +$2.62K ﹤0.01% 842
2021
Q2 		$6K Sell
36
-13
-27% -$2.4K ﹤0.01% 761
2021
Q1 		$7K Hold
49
– – ﹤0.01% 657
2020
Q4 		$7K Buy
49
+3
+7% +$422 ﹤0.01% 650
2020
Q3 		$5K Sell
46
-4
-8% -$456 ﹤0.01% 628
2020
Q2 		$5K Buy
50
+22
+79% +$2.19K ﹤0.01% 609
2020
Q1 		$2K Buy
28
+5
+22% +$576 ﹤0.01% 734
2019
Q4 		$3K Hold
23
– – ﹤0.01% 730
2019
Q3 		$3K Hold
23
– – ﹤0.01% 705
2019
Q2 		$3K Buy
23
+9
+64% +$1.26K ﹤0.01% 723
2019
Q1 		$1K Buy
14
+5
+56% +$733 ﹤0.01% 685
2018
Q4 		$1K Buy
+9
New +$1.2K ﹤0.01% 717

Other funds holding LEA

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return