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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 – 1041
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 – 981
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MC
Minot Capital Broomfield, Colorado $353M AUM 25.25% 1-Year Est. Return

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

Liberty Wealth Management sold out of Travel + Leisure Co (TNL) in Q4 2021, closing a stake of 111 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in TNL in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q2 2021. 370 funds tracked by Wall St. Rank hold TNL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Travel + Leisure Co position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 111 Travel + Leisure Co shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Travel + Leisure Co in Q2 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Travel + Leisure Co position peaked at $7K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q4 2021.

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