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Congress Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Congress Wealth Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,584
Closed -$212K – 560
2022
Q2 		$212K Hold
9,584
– – 0.01% 528
2022
Q1 		$248K Sell
9,584
-230
-2% -$6.15K 0.01% 544
2021
Q4 		$275K Buy
+9,814
New +$280K 0.01% 553

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Congress Wealth Management's LBTYK Position: Q3 2022 in Review

Congress Wealth Management sold out of Liberty Global Class C (LBTYK) in Q3 2022, closing a stake of 9,584 shares — an estimated $212K sold.

Congress Wealth Management first reported a position in LBTYK in Q4 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 334 funds tracked by Wall St. Rank hold LBTYK as of Q3 2022.

  • Congress Wealth Management reported no remaining Liberty Global Class C position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 9,584 Liberty Global Class C shares in Q3 2022, an estimated $212K.
  • Congress Wealth Management first reported a position in Liberty Global Class C in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's Liberty Global Class C position peaked at $275K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Liberty Global Class C as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.