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Choate Investment Advisors’s Liberty Media Series C FWONK Stock Holding History

Choate Investment 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
2025
Q3 		– Sell
-202
Closed -$21.1K – 443
2025
Q2 		$21.1K Buy
+202
New +$18.8K ﹤0.01% 457
2023
Q3 		– Sell
-229
Closed -$16.6K – 434
2023
Q2 		$16.6K Buy
+229
New +$16.3K ﹤0.01% 337
2022
Q4 		– Sell
-6
Closed – – 331
2022
Q3 		$0 Hold
6
– – ﹤0.01% 302
2022
Q2 		$0 Sell
6
-15
-71% -$918 ﹤0.01% 347
2022
Q1 		$1K Buy
21
+7
+50% +$417 ﹤0.01% 354
2021
Q4 		$1K Hold
14
– – ﹤0.01% 339
2021
Q3 		$1K Hold
14
– – ﹤0.01% 301
2021
Q2 		$1K Sell
14
-39
-74% -$1.71K ﹤0.01% 335
2021
Q1 		$2K Buy
53
+15
+39% +$634 ﹤0.01% 298
2020
Q4 		$2K Hold
38
– – ﹤0.01% 283
2020
Q3 		$1K Buy
+38
New +$1.34K ﹤0.01% 280

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Choate Investment Advisors's FWONK Position: Q3 2025 in Review

Choate Investment Advisors sold out of Liberty Media Series C (FWONK) in Q3 2025, closing a stake of 202 shares — an estimated $21.1K sold.

Choate Investment Advisors first reported a position in FWONK in Q3 2020 and held it in 11 quarters. The position peaked at $21.1K in Q2 2025. 594 funds tracked by Wall St. Rank hold FWONK as of Q3 2025.

  • Choate Investment Advisors reported no remaining Liberty Media Series C position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 202 Liberty Media Series C shares in Q3 2025, an estimated $21.1K.
  • Choate Investment Advisors first reported a position in Liberty Media Series C in Q3 2020 and held it in 11 quarters.
  • Choate Investment Advisors's Liberty Media Series C position peaked at $21.1K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Liberty Media Series C as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.