LWM
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Liberty Wealth Management’s Polaris PII Stock Holding History

Liberty Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-113
Closed -$14K – 837
2021
Q3 		$14K Buy
113
+1
+0.9% +$127 0.01% 746
2021
Q2 		$15K Buy
112
+1
+0.9% +$136 0.01% 571
2021
Q1 		$12K Hold
111
– – 0.01% 563
2020
Q4 		$12K Hold
111
– – 0.01% 558
2020
Q3 		$10K Buy
111
+1
+0.9% +$98 0.01% 525
2020
Q2 		$10K Buy
110
+1
+0.9% +$76 0.01% 498
2020
Q1 		$5K Sell
109
-76
-41% -$6.23K ﹤0.01% 587
2019
Q4 		$19K Buy
185
+1
+0.5% +$97 0.02% 420
2019
Q3 		$16K Buy
184
+78
+74% +$6.76K 0.02% 432
2019
Q2 		$10K Buy
+106
New +$9.65K 0.01% 530

Other funds holding PII

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return