LWM
OLP

Liberty Wealth Management’s One Liberty Properties OLP Stock Holding History

Liberty Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,322
Closed -$231K – 219
2023
Q1 		$231K Buy
+10,322
New +$238K 0.05% 201

Other funds holding OLP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's OLP Position: Q2 2023 in Review

Liberty Wealth Management sold out of One Liberty Properties (OLP) in Q2 2023, closing a stake of 10,322 shares — an estimated $231K sold.

Liberty Wealth Management first reported a position in OLP in Q1 2023 and held it in 1 quarter. The position peaked at $231K in Q1 2023. 91 funds tracked by Wall St. Rank hold OLP as of Q2 2023.

  • Liberty Wealth Management reported no remaining One Liberty Properties position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 10,322 One Liberty Properties shares in Q2 2023, an estimated $231K.
  • Liberty Wealth Management first reported a position in One Liberty Properties in Q1 2023 and held it in 1 quarter.
  • Liberty Wealth Management's One Liberty Properties position peaked at $231K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.