Liberty Wealth Management’s Smith & Nephew SNN Stock Holding History

Liberty Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,206	Closed	-$43K	–	955
2021 Q3	$43K	Buy	1,206 +605	+101%	+$23.8K	0.02%	456
2021 Q2	$26K	Buy	601 +12	+2%	+$505	0.01%	456
2021 Q1	$25K	Hold	589	–	–	0.01%	422
2020 Q4	$25K	Buy	589 +14	+2%	+$554	0.01%	419
2020 Q3	$22K	Sell	575 -41	-7%	-$1.65K	0.01%	384
2020 Q2	$23K	Sell	616 -145	-19%	-$5.75K	0.02%	359
2020 Q1	$27K	Sell	761 -69	-8%	-$3.06K	0.02%	308
2019 Q4	$40K	Buy	830 +168	+25%	+$7.58K	0.03%	291
2019 Q3	$32K	Sell	662 -152	-19%	-$6.99K	0.03%	316
2019 Q2	$35K	Buy	814 +6	+0.7%	+$248	0.03%	308
2019 Q1	$32K	Sell	808 -443	-35%	-$17K	0.02%	278
2018 Q4	$46K	Buy	+1,251	New	+$45K	0.03%	198

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return