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

IBEX 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
2021
Q4 		– Sell
-107
Closed -$18K – 323
2021
Q3 		$18K Buy
+107
New +$19.3K ﹤0.01% 323
2019
Q3 		– Sell
-171
Closed -$17K – 249
2019
Q2 		$17K Buy
+171
New +$16.9K ﹤0.01% 295
2017
Q1 		– Sell
-215
Closed -$17K – 242
2016
Q4 		$17K Buy
+215
New +$15.1K 0.01% 238

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Liberty Broadband Class C (LBRDK) in Q4 2021, closing a stake of 107 shares — an estimated $18K sold.

IBEX Wealth Advisors first reported a position in LBRDK in Q4 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 605 funds tracked by Wall St. Rank hold LBRDK as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Liberty Broadband Class C position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 107 Liberty Broadband Class C shares in Q4 2021, an estimated $18K.
  • IBEX Wealth Advisors first reported a position in Liberty Broadband Class C in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Liberty Broadband Class C position peaked at $18K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2021.

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