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

Elmwood 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
Q2 		$28K Hold
164
– – 0.01% 202
2021
Q1 		$24K Buy
+164
New +$24.3K 0.01% 203

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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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Elmwood Wealth Management's LBRDA Position: Q2 2021 in Review

Elmwood Wealth Management held its Liberty Broadband Class A (LBRDA) position steady in Q2 2021 at 164 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #202.

Elmwood Wealth Management first reported a position in LBRDA in Q1 2021 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold LBRDA as of Q2 2021.

  • Elmwood Wealth Management held 164 shares of Liberty Broadband Class A worth $28K as of Q2 2021.
  • Elmwood Wealth Management left its Liberty Broadband Class A share count unchanged in Q2 2021.
  • Liberty Broadband Class A made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #202 holding.
  • Elmwood Wealth Management first reported a position in Liberty Broadband Class A in Q1 2021 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.