EW
LBRDK

Evoke Wealth’s Liberty Broadband Class C LBRDK Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-20
Closed -$1K – 794
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1120
2022
Q2 		$2K Sell
20
-48
-71% -$5.85K ﹤0.01% 1051
2022
Q1 		$9K Hold
68
– – ﹤0.01% 789
2021
Q4 		$11K Hold
68
– – ﹤0.01% 779
2021
Q3 		$11K Hold
68
– – ﹤0.01% 730
2021
Q2 		$12K Sell
68
-71
-51% -$11.4K ﹤0.01% 726
2021
Q1 		$21K Buy
139
+71
+104% +$10.7K ﹤0.01% 577
2020
Q4 		$11K Buy
68
+48
+240% +$7.3K ﹤0.01% 576
2020
Q3 		$3K Hold
20
– – ﹤0.01% 778
2020
Q2 		$2K Hold
20
– – ﹤0.01% 870
2020
Q1 		$2.21K Buy
+20
New +$2.49K ﹤0.01% 784
2019
Q4 		– Sell
-85
Closed -$8.9K – 1364
2019
Q3 		$8.9K Buy
+85
New +$8.87K ﹤0.01% 853

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evoke Wealth's LBRDK Position: Q4 2022 in Review

Evoke Wealth sold out of Liberty Broadband Class C (LBRDK) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Evoke Wealth first reported a position in LBRDK in Q3 2019 and held it in 12 quarters. The position peaked at $21K in Q1 2021. 510 funds tracked by Wall St. Rank hold LBRDK as of Q4 2022.

  • Evoke Wealth reported no remaining Liberty Broadband Class C position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 20 Liberty Broadband Class C shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Liberty Broadband Class C in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Liberty Broadband Class C position peaked at $21K in Q1 2021.
  • 510 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.