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Baldwin Wealth Partners’s Liberty Global Class C LBTYK Stock Holding History

Baldwin Wealth Partners’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-920
Closed -$19.9K – 666
2024
Q3 		$19.9K Hold
920
– – ﹤0.01% 701
2024
Q2 		$16.4K Hold
920
– – ﹤0.01% 488
2024
Q1 		$16.2K Hold
920
– – ﹤0.01% 513
2023
Q4 		$17.1K Hold
920
– – ﹤0.01% 521
2023
Q3 		$17.1K Hold
920
– – ﹤0.01% 530
2023
Q2 		$16.3K Hold
920
– – ﹤0.01% 555
2023
Q1 		$18.8K Hold
920
– – ﹤0.01% 551
2022
Q4 		$17.9K Hold
920
– – ﹤0.01% 550
2022
Q3 		$15K Hold
920
– – ﹤0.01% 476
2022
Q2 		$20K Hold
920
– – ﹤0.01% 473
2022
Q1 		$24K Hold
920
– – ﹤0.01% 458
2021
Q4 		$26K Hold
920
– – ﹤0.01% 420
2021
Q3 		$27K Hold
920
– – ﹤0.01% 420
2021
Q2 		$25K Hold
920
– – ﹤0.01% 445
2021
Q1 		$23K Hold
920
– – ﹤0.01% 440
2020
Q4 		$22K Hold
920
– – ﹤0.01% 394
2020
Q3 		$19K Hold
920
– – ﹤0.01% 392
2020
Q2 		$20K Hold
920
– – ﹤0.01% 390
2020
Q1 		$14K Hold
920
– – ﹤0.01% 403
2019
Q4 		$20K Hold
920
– – ﹤0.01% 407
2019
Q3 		$22K Hold
920
– – ﹤0.01% 400
2019
Q2 		$24K Hold
920
– – ﹤0.01% 380
2019
Q1 		$22K Hold
920
– – ﹤0.01% 390
2018
Q4 		$19K Buy
+920
New +$22K ﹤0.01% 392

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baldwin Wealth Partners's LBTYK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Liberty Global Class C (LBTYK) in Q4 2024, closing a stake of 920 shares — an estimated $19.9K sold.

Baldwin Wealth Partners first reported a position in LBTYK in Q4 2018 and held it in 24 quarters. The position peaked at $27K in Q3 2021. 290 funds tracked by Wall St. Rank hold LBTYK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Liberty Global Class C position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 920 Liberty Global Class C shares in Q4 2024, an estimated $19.9K.
  • Baldwin Wealth Partners first reported a position in Liberty Global Class C in Q4 2018 and held it in 24 quarters.
  • Baldwin Wealth Partners's Liberty Global Class C position peaked at $27K in Q3 2021.
  • 290 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.