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Liberty Wealth Management’s Medpace MEDP Stock Holding History

Liberty Wealth Management’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-137
Closed -$28K – 727
2021
Q3 		$28K Buy
137
+55
+67% +$10K 0.01% 569
2021
Q2 		$14K Sell
82
-21
-20% -$3.62K 0.01% 580
2021
Q1 		$14K Hold
103
– – 0.01% 528
2020
Q4 		$14K Hold
103
– – 0.01% 525
2020
Q3 		$12K Buy
103
+31
+43% +$3.58K 0.01% 490
2020
Q2 		$7K Hold
72
– – ﹤0.01% 549
2020
Q1 		$5K Sell
72
-7
-9% -$608 ﹤0.01% 580
2019
Q4 		$7K Hold
79
– – 0.01% 620
2019
Q3 		$7K Sell
79
-3
-4% -$227 0.01% 588
2019
Q2 		$5K Buy
+82
New +$4.73K ﹤0.01% 663

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Liberty Wealth Management sold out of Medpace (MEDP) in Q4 2021, closing a stake of 137 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in MEDP in Q2 2019 and held it in 10 quarters. The position peaked at $28K in Q3 2021. 386 funds tracked by Wall St. Rank hold MEDP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Medpace position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 137 Medpace shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Medpace in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Medpace position peaked at $28K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held Medpace as of Q4 2021.

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