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Liberty Wealth Management’s SPS Commerce SPSC Stock Holding History

Liberty Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-92
Closed -$13K – 971
2021
Q3 		$13K Buy
92
+46
+100% +$5.67K ﹤0.01% 769
2021
Q2 		$5K Sell
46
-1
-2% -$99 ﹤0.01% 800
2021
Q1 		$4K Hold
47
– – ﹤0.01% 744
2020
Q4 		$4K Hold
47
– – ﹤0.01% 740
2020
Q3 		$4K Hold
47
– – ﹤0.01% 670
2020
Q2 		$4K Buy
+47
New +$2.86K ﹤0.01% 660

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Liberty Wealth Management sold out of SPS Commerce (SPSC) in Q4 2021, closing a stake of 92 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in SPSC in Q2 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 331 funds tracked by Wall St. Rank hold SPSC as of Q4 2021.

  • Liberty Wealth Management reported no remaining SPS Commerce position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 92 SPS Commerce shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in SPS Commerce in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's SPS Commerce position peaked at $13K in Q3 2021.
  • 331 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2021.

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