Clear Perspectives Financial Planning’s Liberty Media Series C FWONK Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$14.8K	Hold	205	–	–	0.01%	127
2022 Q4	$11.8K	Hold	205	–	–	0.01%	149
2022 Q3	$12K	Hold	205	–	–	0.01%	136
2022 Q2	$13K	Hold	205	–	–	0.01%	144
2022 Q1	$14K	Hold	205	–	–	0.01%	149
2021 Q4	$13K	Hold	205	–	–	0.01%	160
2021 Q3	$10K	Hold	205	–	–	﹤0.01%	163
2021 Q2	$10K	Hold	205	–	–	﹤0.01%	166
2021 Q1	$9K	Hold	205	–	–	0.01%	154
2020 Q4	$8K	Buy	+205	New	+$7.92K	0.01%	152

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Clear Perspectives Financial Planning held its Liberty Media Series C (FWONK) position steady in Q1 2023 at 205 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #127.

Clear Perspectives Financial Planning first reported a position in FWONK in Q4 2020 and has held it in 10 quarters since. 444 funds tracked by Wall St. Rank hold FWONK as of Q1 2023.

Clear Perspectives Financial Planning held 205 shares of Liberty Media Series C worth $14.8K as of Q1 2023.
Clear Perspectives Financial Planning left its Liberty Media Series C share count unchanged in Q1 2023.
Liberty Media Series C made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #127 holding.
Clear Perspectives Financial Planning first reported a position in Liberty Media Series C in Q4 2020 and has held it in 10 quarters since.
444 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2023.

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