Liberty Wealth Management’s Mercantile Bank Corp MBWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-338	Closed	-$11K	–	722
2021 Q3	$11K	Buy	338 +171	+102%	+$5.3K	﹤0.01%	810
2021 Q2	$5K	Buy	167 +3	+2%	+$96	﹤0.01%	792
2021 Q1	$4K	Hold	164	–	–	﹤0.01%	736
2020 Q4	$4K	Buy	164 +1	+0.6%	+$24	﹤0.01%	732
2020 Q3	$3K	Buy	163 +2	+1%	+$42	﹤0.01%	713
2020 Q2	$4K	Buy	161 +2	+1%	+$44	﹤0.01%	652
2020 Q1	$3K	Sell	159 -13	-8%	-$392	﹤0.01%	680
2019 Q4	$6K	Buy	172 +2	+1%	+$70	﹤0.01%	644
2019 Q3	$6K	Buy	170 +1	+0.6%	+$32	0.01%	610
2019 Q2	$5K	Buy	169 +1	+0.6%	+$33	﹤0.01%	662
2019 Q1	$5K	Buy	168 +1	+0.6%	+$33	﹤0.01%	542
2018 Q4	$4K	Buy	+167	New	+$5.18K	﹤0.01%	597

Other funds holding MBWM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Liberty Wealth Management sold out of Mercantile Bank Corp (MBWM) in Q4 2021, closing a stake of 338 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in MBWM in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q3 2021. 120 funds tracked by Wall St. Rank hold MBWM as of Q4 2021.

Liberty Wealth Management reported no remaining Mercantile Bank Corp position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 338 Mercantile Bank Corp shares in Q4 2021, an estimated $11K.
Liberty Wealth Management first reported a position in Mercantile Bank Corp in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Mercantile Bank Corp position peaked at $11K in Q3 2021.
120 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2021.

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