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BWM
Baystate Wealth Management’s
Liberty Global Class A
LBTYA
Stock Holding History
Baystate Wealth Management’s Portfolio
LBTYA Stock Details
LBTYA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-20
Closed
-$1K
–
923
2021
Q3
$1K
Hold
20
–
–
﹤0.01%
775
2021
Q2
$1K
Hold
20
–
–
﹤0.01%
744
2021
Q1
$1K
Hold
20
–
–
﹤0.01%
673
2020
Q4
$0
Hold
20
–
–
﹤0.01%
721
2020
Q3
$0
Hold
20
–
–
﹤0.01%
697
2020
Q2
$0
Hold
20
–
–
﹤0.01%
699
2020
Q1
$0
Hold
20
–
–
﹤0.01%
646
2019
Q4
$0
Hold
20
–
–
﹤0.01%
642
2019
Q3
$0
Hold
20
–
–
﹤0.01%
608
2019
Q2
$1K
Hold
20
–
–
﹤0.01%
577
2019
Q1
$1K
Hold
20
–
–
﹤0.01%
588
2018
Q4
$1K
Hold
20
–
–
﹤0.01%
596
2018
Q3
$1K
Sell
20
-76
-79%
-$2.12K
﹤0.01%
606
2018
Q2
$3K
Buy
96
+76
+380%
+$2.29K
﹤0.01%
504
2018
Q1
$1K
Hold
20
–
–
﹤0.01%
586
2017
Q4
$1K
Hold
20
–
–
﹤0.01%
583
2017
Q3
$1K
Hold
20
–
–
﹤0.01%
563
2017
Q2
$1K
Hold
20
–
–
﹤0.01%
588
2017
Q1
$1K
Buy
+20
New
+$709
﹤0.01%
554
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1-Year Est. Return
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$95.5B AUM
28.4%
1-Year Est. Return
BlackRock
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30.48%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
NCMU
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$1.18B AUM
13.14%
1-Year Est. Return
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$63.9B AUM
45.56%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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