Berman Capital Advisors’s Liberty Media Series C FWONK Stock Holding History

Berman Capital Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$13K	Buy	276 +63	+30%	+$2.98K	﹤0.01%	1099
2021 Q2	$9K	Buy	213 +37	+21%	+$1.63K	﹤0.01%	1159
2021 Q1	$7K	Hold	176	–	–	﹤0.01%	1153
2020 Q4	$7K	Hold	176	–	–	﹤0.01%	1039
2020 Q3	$6K	Buy	176 +3	+2%	+$105	﹤0.01%	964
2020 Q2	$5K	Sell	173 -155	-47%	-$4.6K	﹤0.01%	971
2020 Q1	$8K	Buy	328 +71	+28%	+$2.73K	﹤0.01%	723
2019 Q4	$11K	Hold	257	–	–	﹤0.01%	700
2019 Q3	$10K	Hold	257	–	–	﹤0.01%	710
2019 Q2	$9K	Hold	257	–	–	﹤0.01%	766
2019 Q1	$8K	Buy	+257	New	+$8.05K	﹤0.01%	721

Other funds holding FWONK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Berman Capital Advisors's FWONK Position: Q3 2021 in Review

Berman Capital Advisors increased its Liberty Media Series C (FWONK) stake by 30% in Q3 2021, buying an estimated $2.98K and bringing the position to 276 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Berman Capital Advisors first reported a position in FWONK in Q1 2019 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold FWONK as of Q3 2021.

Berman Capital Advisors held 276 shares of Liberty Media Series C worth $13K as of Q3 2021.
Berman Capital Advisors bought 63 Liberty Media Series C shares in Q3 2021, an estimated $2.98K.
Liberty Media Series C made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1099 holding.
Berman Capital Advisors first reported a position in Liberty Media Series C in Q1 2019 and has held it in 11 quarters since.
351 funds tracked by Wall St. Rank held Liberty Media Series C as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.