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Liberty Wealth Management’s Standard Motor Products SMP Stock Holding History

Liberty Wealth Management’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-203
Closed -$8K – 1172
2021
Q1 		$8K Hold
203
– – ﹤0.01% 642
2020
Q4 		$8K Buy
203
+1
+0.5% +$47 ﹤0.01% 636
2020
Q3 		$9K Hold
202
– – 0.01% 538
2020
Q2 		$8K Hold
202
– – 0.01% 532
2020
Q1 		$8K Sell
202
-12
-6% -$566 0.01% 503
2019
Q4 		$11K Buy
214
+1
+0.5% +$51 0.01% 526
2019
Q3 		$10K Buy
213
+100
+88% +$4.58K 0.01% 523
2019
Q2 		$5K Buy
113
+1
+0.9% +$48 ﹤0.01% 667
2019
Q1 		$5K Hold
112
– – ﹤0.01% 547
2018
Q4 		$5K Buy
+112
New +$5.57K ﹤0.01% 555

Other funds holding SMP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Liberty Wealth Management's SMP Position: Q2 2021 in Review

Liberty Wealth Management sold out of Standard Motor Products (SMP) in Q2 2021, closing a stake of 203 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in SMP in Q4 2018 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 168 funds tracked by Wall St. Rank hold SMP as of Q2 2021.

  • Liberty Wealth Management reported no remaining Standard Motor Products position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 203 Standard Motor Products shares in Q2 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Standard Motor Products in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Standard Motor Products position peaked at $11K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Standard Motor Products as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.