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

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

Other funds holding LBTYA

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baystate Wealth Management's LBTYA Position: Q4 2021 in Review

Baystate Wealth Management sold out of Liberty Global Class A (LBTYA) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in LBTYA in Q1 2017 and held it in 19 quarters. The position peaked at $3K in Q2 2018. 267 funds tracked by Wall St. Rank hold LBTYA as of Q4 2021.

Baystate Wealth Management reported no remaining Liberty Global Class A position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 20 Liberty Global Class A shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in Liberty Global Class A in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's Liberty Global Class A position peaked at $3K in Q2 2018.
267 funds tracked by Wall St. Rank held Liberty Global Class A as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.