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Liberty Wealth Management’s Scansource SCSC Stock Holding History

Liberty Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,091
Closed -$38K – 925
2021
Q3 		$38K Hold
1,091
– – 0.01% 478
2021
Q2 		$31K Hold
1,091
– – 0.01% 413
2021
Q1 		$28K Hold
1,091
– – 0.01% 401
2020
Q4 		$28K Hold
1,091
– – 0.01% 397
2020
Q3 		$22K Buy
1,091
+809
+287% +$18.3K 0.01% 383
2020
Q2 		$7K Hold
282
– – ﹤0.01% 558
2020
Q1 		$6K Buy
+282
New +$8.23K 0.01% 555

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Liberty Wealth Management sold out of Scansource (SCSC) in Q4 2021, closing a stake of 1,091 shares — an estimated $38K sold.

Liberty Wealth Management first reported a position in SCSC in Q1 2020 and held it in 7 quarters. The position peaked at $38K in Q3 2021. 150 funds tracked by Wall St. Rank hold SCSC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Scansource position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,091 Scansource shares in Q4 2021, an estimated $38K.
  • Liberty Wealth Management first reported a position in Scansource in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Scansource position peaked at $38K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Scansource as of Q4 2021.

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