BWM
FWONA icon

BerganKDV Wealth Management’s Liberty Media Series A FWONA Stock Holding History

BerganKDV Wealth Management’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$1.01K – 952
2023
Q1 		$1.01K Hold
16
– – ﹤0.01% 898
2022
Q4 		$801 Hold
16
– – ﹤0.01% 905
2022
Q3 		$1K Hold
16
– – ﹤0.01% 886
2022
Q2 		$1K Hold
16
– – ﹤0.01% 901
2022
Q1 		$1K Hold
16
– – ﹤0.01% 922
2021
Q4 		$1K Hold
16
– – ﹤0.01% 982
2021
Q3 		$1K Hold
16
– – ﹤0.01% 961
2021
Q2 		$1K Hold
16
– – ﹤0.01% 909
2021
Q1 		$1K Hold
16
– – ﹤0.01% 853
2020
Q4 		$1K Hold
16
– – ﹤0.01% 854
2020
Q3 		$1K Hold
16
– – ﹤0.01% 801
2020
Q2 		$0 Buy
+16
New +$445 ﹤0.01% 1004

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's FWONA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Liberty Media Series A (FWONA) in Q2 2023, closing a stake of 16 shares — an estimated $1.01K sold.

BerganKDV Wealth Management first reported a position in FWONA in Q2 2020 and held it in 12 quarters. The position peaked at $1.01K in Q1 2023. 221 funds tracked by Wall St. Rank hold FWONA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Liberty Media Series A position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 16 Liberty Media Series A shares in Q2 2023, an estimated $1.01K.
  • BerganKDV Wealth Management first reported a position in Liberty Media Series A in Q2 2020 and held it in 12 quarters.
  • BerganKDV Wealth Management's Liberty Media Series A position peaked at $1.01K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.