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Liberty Wealth Management’s Restaurant Brands International QSR Stock Holding History

Liberty Wealth Management’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,965
Closed -$116K – 868
2021
Q3 		$116K Buy
+1,965
New +$126K 0.04% 262
2020
Q3 		– Sell
-10
Closed -$1K – 931
2020
Q2 		$1K Buy
+10
New +$504 ﹤0.01% 808

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pershing Square Capital Management
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Liberty Wealth Management sold out of Restaurant Brands International (QSR) in Q4 2021, closing a stake of 1,965 shares — an estimated $116K sold.

Liberty Wealth Management first reported a position in QSR in Q2 2020 and held it in 2 quarters. The position peaked at $116K in Q3 2021. 388 funds tracked by Wall St. Rank hold QSR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Restaurant Brands International position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,965 Restaurant Brands International shares in Q4 2021, an estimated $116K.
  • Liberty Wealth Management first reported a position in Restaurant Brands International in Q2 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Restaurant Brands International position peaked at $116K in Q3 2021.
  • 388 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2021.

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