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Concord Wealth Partners’s Liberty Media Series A FWONA Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-5
Closed -$420 – 866
2024
Q4 		$420 Hold
5
– – ﹤0.01% 870
2024
Q3 		$358 Buy
+5
New +$351 ﹤0.01% 913

Other funds holding FWONA

LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Concord Wealth Partners's FWONA Position: Q1 2025 in Review

Concord Wealth Partners sold out of Liberty Media Series A (FWONA) in Q1 2025, closing a stake of 5 shares — an estimated $420 sold.

Concord Wealth Partners first reported a position in FWONA in Q3 2024 and held it in 2 quarters. The position peaked at $420 in Q4 2024. 272 funds tracked by Wall St. Rank hold FWONA as of Q1 2025.

  • Concord Wealth Partners reported no remaining Liberty Media Series A position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Liberty Media Series A shares in Q1 2025, an estimated $420.
  • Concord Wealth Partners first reported a position in Liberty Media Series A in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Liberty Media Series A position peaked at $420 in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.