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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

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Liberty Wealth Management sold out of Smith & Nephew (SNN) in Q4 2021, closing a stake of 1,206 shares — an estimated $43K sold.

Liberty Wealth Management first reported a position in SNN in Q4 2018 and held it in 12 quarters. The position peaked at $46K in Q4 2018. 224 funds tracked by Wall St. Rank hold SNN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Smith & Nephew position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,206 Smith & Nephew shares in Q4 2021, an estimated $43K.
  • Liberty Wealth Management first reported a position in Smith & Nephew in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Smith & Nephew position peaked at $46K in Q4 2018.
  • 224 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2021.

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