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EWA
EverSource Wealth Advisors’s
Liberty Global Class C
LBTYK
Stock Holding History
EverSource Wealth Advisors’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
2026
Q1
$12.4K
Sell
1,060
-419
-28%
-$4.8K
﹤0.01%
2795
2025
Q4
$16.3K
Sell
1,479
-903
-38%
-$10K
﹤0.01%
2518
2025
Q3
$28K
Buy
2,382
+797
+50%
+$8.92K
﹤0.01%
2109
2025
Q2
$16.3K
Buy
1,585
+1,580
+31,600%
+$16.4K
﹤0.01%
2458
2025
Q1
$60
Hold
5
–
–
﹤0.01%
3884
2024
Q4
$66
Sell
5
-64
-93%
-$1.1K
﹤0.01%
3609
2024
Q3
$1.49K
Sell
69
-94
-58%
-$1.86K
﹤0.01%
2621
2024
Q2
$3.28K
Sell
163
-860
-84%
-$15K
﹤0.01%
2369
2024
Q1
$16.7K
Buy
1,023
+571
+126%
+$11K
﹤0.01%
1451
2023
Q4
$8.43K
Sell
452
-3,104
-87%
-$53.8K
﹤0.01%
1645
2023
Q3
$66K
Buy
3,556
+55
+2%
+$1.06K
0.01%
715
2023
Q2
$62.2K
Buy
3,501
+1,540
+79%
+$28.7K
0.01%
753
2023
Q1
$40K
Hold
1,961
–
–
0.01%
868
2022
Q4
$38.1K
Sell
1,961
-36
-2%
-$681
0.01%
858
2022
Q3
$33K
Sell
1,997
-906
-31%
-$19.2K
0.01%
743
2022
Q2
$64K
Buy
+2,903
New
+$70.8K
0.02%
531
Other funds holding LBTYK
BG
Baupost Group
Boston, Massachusetts
$5.12B AUM
15.99%
1-Year Est. Return
RCMNY
Rubric Capital Management (New York)
New York
$8.16B AUM
68.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
AACR
ACR Alpine Capital Research
St. Louis, Missouri
$6.7B AUM
33.44%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
OAM
Oppenheimer Asset Management
New York
$8.76B AUM
23.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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