Icon Wealth Partners’s Liberty Media Series A FWONA Stock Holding History

Icon Wealth Partners’s Portfolio FWONA Stock Details FWONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-266	Closed	-$9K	–	386
2019 Q1	$9K	Buy	+266	New	+$8.06K	﹤0.01%	680
2018 Q3	–	Sell	-276	Closed	-$9K	–	429
2018 Q2	$9K	Buy	+276	New	+$7.96K	﹤0.01%	703
2018 Q1	–	Sell	-236	Closed	-$7K	–	428
2017 Q4	$7K	Buy	+236	New	+$8.07K	﹤0.01%	740

Other funds holding FWONA

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Icon Wealth Partners's FWONA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Liberty Media Series A (FWONA) in Q2 2019, closing a stake of 266 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in FWONA in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 191 funds tracked by Wall St. Rank hold FWONA as of Q2 2019.

Icon Wealth Partners reported no remaining Liberty Media Series A position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 266 Liberty Media Series A shares in Q2 2019, an estimated $9K.
Icon Wealth Partners first reported a position in Liberty Media Series A in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Liberty Media Series A position peaked at $9K in Q1 2019.
191 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.