Baystate Wealth Management’s Liberty Broadband Class C LBRDK Stock Holding History

Baystate Wealth Management’s Portfolio LBRDK Stock Details LBRDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$10.5K	Buy	130 +121	+1,344%	+$10.2K	﹤0.01%	709
2023 Q3	$822	Buy	+9	New	+$803	﹤0.01%	905
2020 Q4	–	Sell	-49	Closed	-$7K	–	720
2020 Q3	$7K	Hold	49	–	–	﹤0.01%	431
2020 Q2	$6K	Hold	49	–	–	﹤0.01%	440
2020 Q1	$5K	Hold	49	–	–	﹤0.01%	431
2019 Q4	$6K	Hold	49	–	–	﹤0.01%	440
2019 Q3	$5K	Hold	49	–	–	﹤0.01%	420
2019 Q2	$5K	Hold	49	–	–	﹤0.01%	433
2019 Q1	$5K	Hold	49	–	–	﹤0.01%	437
2018 Q4	$4K	Hold	49	–	–	﹤0.01%	457
2018 Q3	$4K	Hold	49	–	–	﹤0.01%	461
2018 Q2	$4K	Buy	49 +47	+2,350%	+$3.56K	﹤0.01%	477
2018 Q1	$1K	Hold	2	–	–	﹤0.01%	585
2017 Q4	$1K	Hold	2	–	–	﹤0.01%	582
2017 Q3	$1K	Hold	2	–	–	﹤0.01%	562
2017 Q2	$1K	Hold	2	–	–	﹤0.01%	587
2017 Q1	$1K	Sell	2 -55	-96%	-$4.59K	﹤0.01%	553
2016 Q4	$4K	Buy	+57	New	+$4K	﹤0.01%	371

Other funds holding LBRDK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Baystate Wealth Management's LBRDK Position: Q4 2023 in Review

Baystate Wealth Management increased its Liberty Broadband Class C (LBRDK) stake by 1,344% in Q4 2023, buying an estimated $10.2K and bringing the position to 130 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Baystate Wealth Management first reported a position in LBRDK in Q4 2016 and has held it in 18 quarters since. 476 funds tracked by Wall St. Rank hold LBRDK as of Q4 2023.

Baystate Wealth Management held 130 shares of Liberty Broadband Class C worth $10.5K as of Q4 2023.
Baystate Wealth Management bought 121 Liberty Broadband Class C shares in Q4 2023, an estimated $10.2K.
Liberty Broadband Class C made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #709 holding.
Baystate Wealth Management first reported a position in Liberty Broadband Class C in Q4 2016 and has held it in 18 quarters since.
476 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.