LWM
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Liberty Wealth Management’s Travel + Leisure Co TNL Stock Holding History

Liberty Wealth Management’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-111
Closed -$6K – 1014
2021
Q3 		$6K Hold
111
– – ﹤0.01% 927
2021
Q2 		$7K Buy
+111
New +$7.03K ﹤0.01% 738
2021
Q1 		– Sell
-110
Closed -$5K – 1048
2020
Q4 		$5K Sell
110
-1
-0.9% -$39 ﹤0.01% 706
2020
Q3 		$3K Hold
111
– – ﹤0.01% 725
2020
Q2 		$3K Hold
111
– – ﹤0.01% 709
2020
Q1 		$2K Buy
+111
New +$4.63K ﹤0.01% 748
2019
Q3 		– Sell
-108
Closed -$5K – 982
2019
Q2 		$5K Buy
+108
New +$4.6K ﹤0.01% 669

Other funds holding TNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MC
Minot Capital Broomfield, Colorado $353M AUM 25.25% 1-Year Est. Return