Liberty Wealth Management’s Comstock LODE Stock Holding History

Liberty Wealth Management’s Portfolio LODE Stock Details LODE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10	Closed	–	–	702
2021 Q3	$0	Hold	10	–	–	﹤0.01%	1207
2021 Q2	$0	Buy	+10	New	+$385	﹤0.01%	1129

Other funds holding LODE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Liberty Wealth Management sold out of Comstock (LODE) in Q4 2021, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in LODE in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 52 funds tracked by Wall St. Rank hold LODE as of Q4 2021.

Liberty Wealth Management reported no remaining Comstock position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 10 Comstock shares in Q4 2021.
Liberty Wealth Management first reported a position in Comstock in Q2 2021 and held it in 2 quarters.
Liberty Wealth Management's Comstock position peaked at $0 in Q3 2021.
52 funds tracked by Wall St. Rank held Comstock as of Q4 2021.

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