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Gupta Wealth Management’s Liberty Media Series A FWONA Stock Holding History

Gupta Wealth Management’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$4K Hold
149
– – ﹤0.01% 990
2015
Q4 		$4K Sell
149
-201
-57% -$5.35K ﹤0.01% 1042
2015
Q3 		$8K Hold
350
– – ﹤0.01% 954
2015
Q2 		$8K Buy
350
+325
+1,300% +$8.39K ﹤0.01% 947
2015
Q1 		$1K Buy
+25
New +$625 ﹤0.01% 1094

Other funds holding FWONA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gupta Wealth Management's FWONA Position: Q1 2016 in Review

Gupta Wealth Management held its Liberty Media Series A (FWONA) position steady in Q1 2016 at 149 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Gupta Wealth Management first reported a position in FWONA in Q1 2015 and has held it in 5 quarters since. The position peaked at $8K in Q3 2015. 311 funds tracked by Wall St. Rank hold FWONA as of Q1 2016.

  • Gupta Wealth Management held 149 shares of Liberty Media Series A worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Liberty Media Series A share count unchanged in Q1 2016.
  • Liberty Media Series A made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #990 holding.
  • Gupta Wealth Management first reported a position in Liberty Media Series A in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Liberty Media Series A position peaked at $8K in Q3 2015.
  • 311 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.