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IBEX Wealth Advisors’s Liberty Broadband Class A LBRDA Stock Holding History

IBEX Wealth Advisors’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-407
Closed -$69K – 322
2021
Q3 		$69K Buy
+407
New +$71.1K 0.01% 250
2019
Q3 		– Sell
-236
Closed -$24K – 248
2019
Q2 		$24K Buy
+236
New +$23.2K 0.01% 272
2017
Q1 		– Sell
-81
Closed -$6K – 241
2016
Q4 		$6K Buy
+81
New +$5.55K ﹤0.01% 355

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBEX Wealth Advisors's LBRDA Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Liberty Broadband Class A (LBRDA) in Q4 2021, closing a stake of 407 shares — an estimated $69K sold.

IBEX Wealth Advisors first reported a position in LBRDA in Q4 2016 and held it in 3 quarters. The position peaked at $69K in Q3 2021. 328 funds tracked by Wall St. Rank hold LBRDA as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Liberty Broadband Class A position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 407 Liberty Broadband Class A shares in Q4 2021, an estimated $69K.
  • IBEX Wealth Advisors first reported a position in Liberty Broadband Class A in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Liberty Broadband Class A position peaked at $69K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.