LWM
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Liberty Wealth Management’s Varex Imaging VREX Stock Holding History

Liberty Wealth Management’s Portfolio VREX Stock Details VREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-220
Closed -$3K – 962
2020
Q2 		$3K Hold
220
– – ﹤0.01% 716
2020
Q1 		$5K Buy
220
+122
+124% +$3.14K ﹤0.01% 591
2019
Q4 		$3K Hold
98
– – ﹤0.01% 745
2019
Q3 		$3K Buy
98
+8
+9% +$231 ﹤0.01% 712
2019
Q2 		$3K Hold
90
– – ﹤0.01% 733
2019
Q1 		$3K Sell
90
-192
-68% -$5.8K ﹤0.01% 611
2018
Q4 		$6K Buy
+282
New +$7.16K ﹤0.01% 527

Other funds holding VREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's VREX Position: Q3 2020 in Review

Liberty Wealth Management sold out of Varex Imaging (VREX) in Q3 2020, closing a stake of 220 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in VREX in Q4 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2018. 180 funds tracked by Wall St. Rank hold VREX as of Q3 2020.

  • Liberty Wealth Management reported no remaining Varex Imaging position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 220 Varex Imaging shares in Q3 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Varex Imaging in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Varex Imaging position peaked at $6K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Varex Imaging as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.