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Liberty Wealth Management’s Northern Trust NTRS Stock Holding History

Liberty Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-49
Closed -$6K – 787
2021
Q3 		$6K Buy
49
+14
+40% +$1.59K ﹤0.01% 922
2021
Q2 		$4K Sell
35
-3
-8% -$344 ﹤0.01% 836
2021
Q1 		$3K Hold
38
– – ﹤0.01% 778
2020
Q4 		$3K Buy
38
+4
+12% +$353 ﹤0.01% 774
2020
Q3 		$3K Hold
34
– – ﹤0.01% 715
2020
Q2 		$3K Buy
34
+28
+467% +$2.22K ﹤0.01% 699
2020
Q1 		$0 Sell
6
-42
-88% -$3.85K ﹤0.01% 952
2019
Q4 		$5K Buy
+48
New +$4.91K ﹤0.01% 676

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Liberty Wealth Management sold out of Northern Trust (NTRS) in Q4 2021, closing a stake of 49 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in NTRS in Q4 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 710 funds tracked by Wall St. Rank hold NTRS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Northern Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 49 Northern Trust shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Northern Trust in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Northern Trust position peaked at $6K in Q3 2021.
  • 710 funds tracked by Wall St. Rank held Northern Trust as of Q4 2021.

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