HWA
LBRDK

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 $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Heritage Wealth Advisors's LBRDK Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Liberty Broadband Class C (LBRDK) in Q1 2023, closing a stake of 122 shares — an estimated $9.3K sold.

Heritage Wealth Advisors first reported a position in LBRDK in Q4 2019 and held it in 13 quarters. The position peaked at $34.9K in Q3 2020. 513 funds tracked by Wall St. Rank hold LBRDK as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining Liberty Broadband Class C position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 122 Liberty Broadband Class C shares in Q1 2023, an estimated $9.3K.
  • Heritage Wealth Advisors first reported a position in Liberty Broadband Class C in Q4 2019 and held it in 13 quarters.
  • Heritage Wealth Advisors's Liberty Broadband Class C position peaked at $34.9K in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.