BHWM
LBTYK icon

Beaird Harris Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Beaird Harris Wealth Management’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
2023
Q1 		– Sell
-334
Closed -$6.49K – 618
2022
Q4 		$6.49K Buy
+334
New +$6.32K ﹤0.01% 379
2022
Q3 		– Sell
-843
Closed -$19K – 513
2022
Q2 		$19K Buy
+843
New +$20.5K 0.01% 211

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaird Harris Wealth Management's LBTYK Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Liberty Global Class C (LBTYK) in Q1 2023, closing a stake of 334 shares — an estimated $6.49K sold.

Beaird Harris Wealth Management first reported a position in LBTYK in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 325 funds tracked by Wall St. Rank hold LBTYK as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Liberty Global Class C position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 334 Liberty Global Class C shares in Q1 2023, an estimated $6.49K.
  • Beaird Harris Wealth Management first reported a position in Liberty Global Class C in Q2 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Liberty Global Class C position peaked at $19K in Q2 2022.
  • 325 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.