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Clear Perspectives Financial Planning’s Liberty Media Series A FWONA Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$9.18K Hold
142
– – 0.01% 143
2022
Q4 		$7.27K Hold
142
– – ﹤0.01% 163
2022
Q3 		$7K Hold
142
– – ﹤0.01% 155
2022
Q2 		$8K Hold
142
– – ﹤0.01% 160
2022
Q1 		$9K Hold
142
– – ﹤0.01% 167
2021
Q4 		$8K Hold
142
– – ﹤0.01% 181
2021
Q3 		$6K Hold
142
– – ﹤0.01% 176
2021
Q2 		$6K Hold
142
– – ﹤0.01% 179
2021
Q1 		$5K Hold
142
– – ﹤0.01% 165
2020
Q4 		$5K Buy
+142
New +$4.96K ﹤0.01% 158

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspectives Financial Planning's FWONA Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Liberty Media Series A (FWONA) position steady in Q1 2023 at 142 shares worth $9.18K. The position accounts for 0.01% of the portfolio, ranked #143.

Clear Perspectives Financial Planning first reported a position in FWONA in Q4 2020 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold FWONA as of Q1 2023.

  • Clear Perspectives Financial Planning held 142 shares of Liberty Media Series A worth $9.18K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Liberty Media Series A share count unchanged in Q1 2023.
  • Liberty Media Series A made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #143 holding.
  • Clear Perspectives Financial Planning first reported a position in Liberty Media Series A in Q4 2020 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.