Liberty Wealth Management’s The Long-Term Care ETF OLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$16K	–	1258
2021 Q2	$16K	Buy	500 +2	+0.4%	+$65	0.01%	559
2021 Q1	$14K	Hold	498	–	–	0.01%	535
2020 Q4	$14K	Buy	498 +6	+1%	+$166	0.01%	532
2020 Q3	$12K	Buy	492 +2	+0.4%	+$50	0.01%	494
2020 Q2	$11K	Buy	490 +2	+0.4%	+$44	0.01%	484
2020 Q1	$10K	Hold	488	–	–	0.01%	472
2019 Q4	$15K	Buy	488 +7	+1%	+$213	0.01%	469
2019 Q3	$15K	Buy	+481	New	+$14.5K	0.01%	447

Other funds holding OLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's OLD Position: Q3 2021 in Review

Liberty Wealth Management sold out of The Long-Term Care ETF (OLD) in Q3 2021, closing a stake of 500 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in OLD in Q3 2019 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 16 funds tracked by Wall St. Rank hold OLD as of Q3 2021.

Liberty Wealth Management reported no remaining The Long-Term Care ETF position as of Q3 2021 after selling out during the quarter.
Liberty Wealth Management sold 500 The Long-Term Care ETF shares in Q3 2021, an estimated $16K.
Liberty Wealth Management first reported a position in The Long-Term Care ETF in Q3 2019 and held it in 8 quarters.
Liberty Wealth Management's The Long-Term Care ETF position peaked at $16K in Q2 2021.
16 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.