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Householder Group Estate & Retirement Specialist’s Liberty Media Series C FWONK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-20
Closed -$1K – 781
2024
Q3 		$1K Hold
20
– – ﹤0.01% 1092
2024
Q2 		$1K Buy
+20
New +$1.41K ﹤0.01% 1128

Other funds holding FWONK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FWONK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Liberty Media Series C (FWONK) in Q4 2024, closing a stake of 20 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in FWONK in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 517 funds tracked by Wall St. Rank hold FWONK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Liberty Media Series C position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 20 Liberty Media Series C shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Liberty Media Series C in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Liberty Media Series C position peaked at $1K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.