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Liberty Wealth Management’s Natural Alternatives International NAII Stock Holding History

Liberty Wealth Management’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,000
Closed -$80K – 236
2024
Q3 		$80K Hold
14,000
– – 0.01% 210
2024
Q2 		$84K Sell
14,000
-4,550
-25% -$29.6K 0.02% 208
2024
Q1 		$113K Sell
18,550
-1,106
-6% -$6.74K 0.02% 182
2023
Q4 		$128K Hold
19,656
– – 0.03% 166
2023
Q3 		$128K Sell
19,656
-5
-0% -$34 0.03% 169
2023
Q2 		$142K Buy
19,661
+4,925
+33% +$39.4K 0.04% 188
2023
Q1 		$136K Buy
+14,736
New +$133K 0.03% 224
2022
Q3 		$141K Hold
15,286
– – 0.04% 143
2022
Q2 		$159K Hold
15,286
– – 0.06% 143
2022
Q1 		$176K Buy
+15,286
New +$186K 0.06% 154
2021
Q4 		– Sell
-14,281
Closed -$188K – 163
2021
Q3 		$193K Sell
14,281
-4,000
-22% -$66.2K 0.07% 172
2021
Q2 		$308K Buy
18,281
+17,781
+3,556% +$264K 0.12% 96
2021
Q1 		$7K Hold
500
– – ﹤0.01% 662
2020
Q4 		$7K Buy
+500
New +$4.57K ﹤0.01% 655

Other funds holding NAII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Liberty Wealth Management's NAII Position: Q4 2024 in Review

Liberty Wealth Management sold out of Natural Alternatives International (NAII) in Q4 2024, closing a stake of 14,000 shares — an estimated $80K sold.

Liberty Wealth Management first reported a position in NAII in Q4 2020 and held it in 14 quarters. The position peaked at $308K in Q2 2021. 25 funds tracked by Wall St. Rank hold NAII as of Q4 2024.

  • Liberty Wealth Management reported no remaining Natural Alternatives International position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 14,000 Natural Alternatives International shares in Q4 2024, an estimated $80K.
  • Liberty Wealth Management first reported a position in Natural Alternatives International in Q4 2020 and held it in 14 quarters.
  • Liberty Wealth Management's Natural Alternatives International position peaked at $308K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Natural Alternatives International as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.