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Defined Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

Defined Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-162
Closed -$26K – 150
2020
Q4 		$26K Buy
+162
New +$24.4K 0.03% 160

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Defined Wealth Management's LBRDA Position: Q1 2021 in Review

Defined Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q1 2021, closing a stake of 162 shares — an estimated $26K sold.

Defined Wealth Management first reported a position in LBRDA in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 309 funds tracked by Wall St. Rank hold LBRDA as of Q1 2021.

  • Defined Wealth Management reported no remaining Liberty Broadband Class A position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 162 Liberty Broadband Class A shares in Q1 2021, an estimated $26K.
  • Defined Wealth Management first reported a position in Liberty Broadband Class A in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Liberty Broadband Class A position peaked at $26K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.