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First Foundation Advisors’s Liberty Media Series C FWONK Stock Holding History

First Foundation Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,358
Closed -$594K – 353
2019
Q4 		$594K Sell
13,358
-2,108
-14% -$87.8K 0.03% 223
2019
Q3 		$622K Sell
15,466
-2,631
-15% -$102K 0.03% 208
2019
Q2 		$655K Sell
18,097
-287
-2% -$10.4K 0.04% 199
2019
Q1 		$623K Sell
18,384
-471
-2% -$14.8K 0.04% 193
2018
Q4 		$560K Buy
+18,855
New +$586K 0.04% 240

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

First Foundation Advisors's FWONK Position: Q1 2020 in Review

First Foundation Advisors sold out of Liberty Media Series C (FWONK) in Q1 2020, closing a stake of 13,358 shares — an estimated $594K sold.

First Foundation Advisors first reported a position in FWONK in Q4 2018 and held it in 5 quarters. The position peaked at $655K in Q2 2019. 309 funds tracked by Wall St. Rank hold FWONK as of Q1 2020.

  • First Foundation Advisors reported no remaining Liberty Media Series C position as of Q1 2020 after selling out during the quarter.
  • First Foundation Advisors sold 13,358 Liberty Media Series C shares in Q1 2020, an estimated $594K.
  • First Foundation Advisors first reported a position in Liberty Media Series C in Q4 2018 and held it in 5 quarters.
  • First Foundation Advisors's Liberty Media Series C position peaked at $655K in Q2 2019.
  • 309 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2020.

Based on First Foundation Advisors's 13F filing for Q1 2020, filed 11 May 2020.