LWM
LTC

Liberty Wealth Management’s LTC Properties LTC Stock Holding History

Liberty Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,142
Closed -$68K – 707
2021
Q3 		$68K Hold
2,142
– – 0.02% 361
2021
Q2 		$82K Hold
2,142
– – 0.03% 241
2021
Q1 		$85K Hold
2,142
– – 0.04% 201
2020
Q4 		$85K Hold
2,142
– – 0.04% 199
2020
Q3 		$75K Hold
2,142
– – 0.04% 184
2020
Q2 		$81K Hold
2,142
– – 0.06% 165
2020
Q1 		$66K Sell
2,142
-200
-9% -$8.54K 0.06% 185
2019
Q4 		$105K Sell
2,342
-197
-8% -$9.46K 0.08% 154
2019
Q3 		$130K Buy
2,539
+2
+0.1% +$96 0.12% 124
2019
Q2 		$116K Buy
2,537
+2
+0.1% +$91 0.1% 151
2019
Q1 		$116K Buy
2,535
+2
+0.1% +$90 0.09% 127
2018
Q4 		$105K Buy
+2,533
New +$111K 0.08% 130

Other funds holding LTC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Liberty Wealth Management sold out of LTC Properties (LTC) in Q4 2021, closing a stake of 2,142 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in LTC in Q4 2018 and held it in 12 quarters. The position peaked at $130K in Q3 2019. 213 funds tracked by Wall St. Rank hold LTC as of Q4 2021.

  • Liberty Wealth Management reported no remaining LTC Properties position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,142 LTC Properties shares in Q4 2021, an estimated $68K.
  • Liberty Wealth Management first reported a position in LTC Properties in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's LTC Properties position peaked at $130K in Q3 2019.
  • 213 funds tracked by Wall St. Rank held LTC Properties as of Q4 2021.

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