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Liberty Wealth Management’s LGI Homes LGIH Stock Holding History

Liberty Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-106
Closed -$15K – 691
2021
Q3 		$15K Buy
106
+53
+100% +$8.37K 0.01% 720
2021
Q2 		$9K Buy
+53
New +$8.77K ﹤0.01% 681

Other funds holding LGIH

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Liberty Wealth Management sold out of LGI Homes (LGIH) in Q4 2021, closing a stake of 106 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in LGIH in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 261 funds tracked by Wall St. Rank hold LGIH as of Q4 2021.

  • Liberty Wealth Management reported no remaining LGI Homes position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 106 LGI Homes shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in LGI Homes in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's LGI Homes position peaked at $15K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held LGI Homes as of Q4 2021.

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