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HHM Wealth Advisors’s Liberty Global Class A LBTYA Stock Holding History

HHM Wealth Advisors’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-600
Closed -$12.7K – 1032
2024
Q3 		$12.7K Hold
600
– – ﹤0.01% 528
2024
Q2 		$10.5K Hold
600
– – ﹤0.01% 538
2024
Q1 		$10.2K Hold
600
– – ﹤0.01% 516
2023
Q4 		$10.7K Hold
600
– – ﹤0.01% 502
2023
Q3 		$10.3K Hold
600
– – ﹤0.01% 499
2023
Q2 		$10.1K Hold
600
– – ﹤0.01% 528
2023
Q1 		$11.7K Hold
600
– – ﹤0.01% 488
2022
Q4 		$11.4K Hold
600
– – ﹤0.01% 436
2022
Q3 		$9K Hold
600
– – ﹤0.01% 456
2022
Q2 		$13K Buy
600
+200
+50% +$4.69K ﹤0.01% 490
2022
Q1 		$10K Hold
400
– – ﹤0.01% 539
2021
Q4 		$11K Hold
400
– – ﹤0.01% 508
2021
Q3 		$12K Buy
+400
New +$11.1K ﹤0.01% 478

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HHM Wealth Advisors's LBTYA Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Liberty Global Class A (LBTYA) in Q4 2024, closing a stake of 600 shares — an estimated $12.7K sold.

HHM Wealth Advisors first reported a position in LBTYA in Q3 2021 and held it in 13 quarters. The position peaked at $13K in Q2 2022. 267 funds tracked by Wall St. Rank hold LBTYA as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Liberty Global Class A position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 600 Liberty Global Class A shares in Q4 2024, an estimated $12.7K.
  • HHM Wealth Advisors first reported a position in Liberty Global Class A in Q3 2021 and held it in 13 quarters.
  • HHM Wealth Advisors's Liberty Global Class A position peaked at $13K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Liberty Global Class A as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.