LWM
RJA

Liberty Wealth Management’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return RJA Stock Holding History

Liberty Wealth Management’s Portfolio RJA Stock Details RJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,809
Closed -$14K – 1195
2021
Q3 		$14K Sell
1,809
-891
-33% -$6.89K 0.01% 750
2021
Q2 		$21K Buy
+2,700
New +$20.5K 0.01% 502
2020
Q4 		– Sell
-2,700
Closed -$15K – 1101
2020
Q3 		$15K Hold
2,700
– – 0.01% 456
2020
Q2 		$13K Hold
2,700
– – 0.01% 455
2020
Q1 		$13K Hold
2,700
– – 0.01% 428
2019
Q4 		$15K Hold
2,700
– – 0.01% 468
2019
Q3 		$14K Hold
2,700
– – 0.01% 462
2019
Q2 		$15K Hold
2,700
– – 0.01% 461
2019
Q1 		$14K Hold
2,700
– – 0.01% 393
2018
Q4 		$15K Buy
+2,700
New +$15.5K 0.01% 371

Other funds holding RJA

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HPCM
High Pointe Capital Management Chicago, Illinois $139M AUM 24.99% 1-Year Est. Return

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

Liberty Wealth Management sold out of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return (RJA) in Q4 2021, closing a stake of 1,809 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in RJA in Q4 2018 and held it in 10 quarters. The position peaked at $21K in Q2 2021. 50 funds tracked by Wall St. Rank hold RJA as of Q4 2021.

  • Liberty Wealth Management reported no remaining AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,809 AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return position peaked at $21K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Agriculture Total Return as of Q4 2021.

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