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Avantax Advisory Services’s Liberty Media Series C FWONK Stock Holding History

Avantax Advisory Services’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
2,740
+390
+17% +$36.2K ﹤0.01% 1947
2025
Q1 		$212K Buy
+2,350
New +$218K ﹤0.01% 2070

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Avantax Advisory Services's FWONK Position: Q2 2025 in Review

Avantax Advisory Services increased its Liberty Media Series C (FWONK) stake by 17% in Q2 2025, buying an estimated $36.2K and bringing the position to 2,740 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Avantax Advisory Services first reported a position in FWONK in Q1 2025 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold FWONK as of Q2 2025.

  • Avantax Advisory Services held 2,740 shares of Liberty Media Series C worth $286K as of Q2 2025.
  • Avantax Advisory Services bought 390 Liberty Media Series C shares in Q2 2025, an estimated $36.2K.
  • Liberty Media Series C made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1947 holding.
  • Avantax Advisory Services first reported a position in Liberty Media Series C in Q1 2025 and has held it in 2 quarters since.
  • 561 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.