EW
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Evoke Wealth’s Liberty Global Class C LBTYK Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-118
Closed -$2K – 795
2022
Q3 		$2K Sell
118
-4
-3% -$85 ﹤0.01% 1044
2022
Q2 		$3K Hold
122
– – ﹤0.01% 987
2022
Q1 		$3K Hold
122
– – ﹤0.01% 1001
2021
Q4 		$3K Hold
122
– – ﹤0.01% 994
2021
Q3 		$3K Hold
122
– – ﹤0.01% 952
2021
Q2 		$3K Hold
122
– – ﹤0.01% 990
2021
Q1 		$3K Hold
122
– – ﹤0.01% 958
2020
Q4 		$3K Sell
122
-2,224
-95% -$48.2K ﹤0.01% 826
2020
Q3 		$48K Sell
2,346
-118
-5% -$2.59K ﹤0.01% 363
2020
Q2 		$53K Sell
2,464
-7,654
-76% -$153K 0.01% 346
2020
Q1 		$159K Buy
+10,118
New +$190K 0.02% 206
2019
Q4 		– Sell
-13,262
Closed -$316K – 1365
2019
Q3 		$316K Buy
+13,262
New +$345K 0.04% 194

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evoke Wealth's LBTYK Position: Q4 2022 in Review

Evoke Wealth sold out of Liberty Global Class C (LBTYK) in Q4 2022, closing a stake of 118 shares — an estimated $2K sold.

Evoke Wealth first reported a position in LBTYK in Q3 2019 and held it in 12 quarters. The position peaked at $316K in Q3 2019. 325 funds tracked by Wall St. Rank hold LBTYK as of Q4 2022.

  • Evoke Wealth reported no remaining Liberty Global Class C position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 118 Liberty Global Class C shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Liberty Global Class C in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Liberty Global Class C position peaked at $316K in Q3 2019.
  • 325 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2022.

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