LWM
MDV

Liberty Wealth Management’s Modiv Industrial MDV Stock Holding History

Liberty Wealth Management’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,116
Closed -$181K – 155
2022
Q2 		$181K Buy
+11,116
New +$179K 0.07% 141

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Geode Capital Management
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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's MDV Position: Q3 2022 in Review

Liberty Wealth Management sold out of Modiv Industrial (MDV) in Q3 2022, closing a stake of 11,116 shares — an estimated $181K sold.

Liberty Wealth Management first reported a position in MDV in Q2 2022 and held it in 1 quarter. The position peaked at $181K in Q2 2022. 12 funds tracked by Wall St. Rank hold MDV as of Q3 2022.

  • Liberty Wealth Management reported no remaining Modiv Industrial position as of Q3 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 11,116 Modiv Industrial shares in Q3 2022, an estimated $181K.
  • Liberty Wealth Management first reported a position in Modiv Industrial in Q2 2022 and held it in 1 quarter.
  • Liberty Wealth Management's Modiv Industrial position peaked at $181K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2022.

Based on Liberty Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.