IFWM
LILAK icon

Institute for Wealth Management’s Liberty Latin America Class C LILAK Stock Holding History

Institute for Wealth Management’s Portfolio LILAK Stock Details LILAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,582
Closed -$132K – 489
2022
Q2 		$132K Hold
18,582
– – 0.03% 506
2022
Q1 		$162K Buy
+18,582
New +$177K 0.03% 523

Other funds holding LILAK

SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CBCM
Cook & Bynum Capital Management Birmingham, Alabama $124M AUM 8.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's LILAK Position: Q3 2022 in Review

Institute for Wealth Management sold out of Liberty Latin America Class C (LILAK) in Q3 2022, closing a stake of 18,582 shares — an estimated $132K sold.

Institute for Wealth Management first reported a position in LILAK in Q1 2022 and held it in 2 quarters. The position peaked at $162K in Q1 2022. 210 funds tracked by Wall St. Rank hold LILAK as of Q3 2022.

  • Institute for Wealth Management reported no remaining Liberty Latin America Class C position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 18,582 Liberty Latin America Class C shares in Q3 2022, an estimated $132K.
  • Institute for Wealth Management first reported a position in Liberty Latin America Class C in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Liberty Latin America Class C position peaked at $162K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Liberty Latin America Class C as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.