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BerganKDV Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

BerganKDV Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed – – 1079
2022
Q3 		$0 Buy
+6
New +$635 ﹤0.01% 1020
2022
Q2 		– Sell
-2
Closed – – 1018
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1051
2021
Q4 		$0 Sell
2
-4
-67% -$648 ﹤0.01% 1098
2021
Q3 		$1K Hold
6
– – ﹤0.01% 980
2021
Q2 		$1K Hold
6
– – ﹤0.01% 926
2021
Q1 		$1K Hold
6
– – ﹤0.01% 872
2020
Q4 		$1K Hold
6
– – ﹤0.01% 875
2020
Q3 		$1K Hold
6
– – ﹤0.01% 828
2020
Q2 		$1K Buy
+6
New +$738 ﹤0.01% 875

Other funds holding LBRDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.46% 1-Year Est. Return

BerganKDV Wealth Management's LBRDA Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q4 2022, closing a stake of 6 shares.

BerganKDV Wealth Management first reported a position in LBRDA in Q2 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2021. 250 funds tracked by Wall St. Rank hold LBRDA as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Liberty Broadband Class A position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 6 Liberty Broadband Class A shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Liberty Broadband Class A in Q2 2020 and held it in 9 quarters.
  • BerganKDV Wealth Management's Liberty Broadband Class A position peaked at $1K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.