HWA
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Heritage Wealth Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Heritage Wealth Advisors’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
2023
Q1 		– Sell
-122
Closed -$9.3K – 586
2022
Q4 		$9.3K Hold
122
– – ﹤0.01% 455
2022
Q3 		$9K Hold
122
– – ﹤0.01% 430
2022
Q2 		$14K Hold
122
– – ﹤0.01% 445
2022
Q1 		$17K Hold
122
– – ﹤0.01% 409
2021
Q4 		$20K Hold
122
– – ﹤0.01% 409
2021
Q3 		$21.1K Hold
122
– – ﹤0.01% 400
2021
Q2 		$21.2K Sell
122
-100
-45% -$16.1K ﹤0.01% 410
2021
Q1 		$33.3K Buy
222
+100
+82% +$15.1K ﹤0.01% 372
2020
Q4 		$19K Sell
122
-122
-50% -$18.6K ﹤0.01% 413
2020
Q3 		$34.9K Hold
244
– – ﹤0.01% 301
2020
Q2 		$30.2K Hold
244
– – ﹤0.01% 291
2020
Q1 		$27K Sell
244
-1
-0.4% -$124 ﹤0.01% 294
2019
Q4 		$30.8K Buy
+245
New +$28.5K ﹤0.01% 342

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return