EWM
LBRDK

Elmwood Wealth Management’s Liberty Broadband Class C LBRDK Stock Holding History

Elmwood Wealth Management’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-464
Closed -$75K – 222
2021
Q4 		$75K Buy
+464
New +$76.3K 0.04% 168
2021
Q2 		$81K Hold
464
– – 0.04% 143
2021
Q1 		$70K Buy
+464
New +$70.2K 0.04% 146

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elmwood Wealth Management's LBRDK Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Liberty Broadband Class C (LBRDK) in Q1 2022, closing a stake of 464 shares — an estimated $75K sold.

Elmwood Wealth Management first reported a position in LBRDK in Q1 2021 and held it in 3 quarters. The position peaked at $81K in Q2 2021. 578 funds tracked by Wall St. Rank hold LBRDK as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Liberty Broadband Class C position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 464 Liberty Broadband Class C shares in Q1 2022, an estimated $75K.
  • Elmwood Wealth Management first reported a position in Liberty Broadband Class C in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Liberty Broadband Class C position peaked at $81K in Q2 2021.
  • 578 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.