Institutional & Family Asset Management’s Liberty Media Series A FWONA Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$1.54K	Hold	24	–	–	﹤0.01%	601
2024 Q1	$1.41K	Sell	24 -1	-4%	-$60	﹤0.01%	609
2023 Q4	$1.45K	Hold	25	–	–	﹤0.01%	584
2023 Q3	$1.41K	Sell	25 -11	-31%	-$670	﹤0.01%	584
2023 Q2	$2.3K	Sell	36 -1	-3%	-$63	﹤0.01%	559
2023 Q1	$2.36K	Sell	37 -1	-3%	-$60	﹤0.01%	552
2022 Q4	$1.92K	Hold	38	–	–	﹤0.01%	559
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	584
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	598
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	644
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	663
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	773
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	819
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	865
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	833
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	784
2020 Q2	$1K	Sell	38 -1	-3%	-$28	﹤0.01%	773
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	737
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	737
2019 Q3	$1K	Hold	39	–	–	﹤0.01%	780
2019 Q2	$1K	Hold	39	–	–	﹤0.01%	799
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	787
2018 Q4	$1K	Hold	39	–	–	﹤0.01%	767
2018 Q3	$1K	Hold	39	–	–	﹤0.01%	802
2018 Q2	$1K	Hold	39	–	–	﹤0.01%	796
2018 Q1	$1K	Buy	+39	New	+$1.22K	﹤0.01%	786

Other funds holding FWONA

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institutional & Family Asset Management's FWONA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Liberty Media Series A (FWONA) position steady in Q2 2024 at 24 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Institutional & Family Asset Management first reported a position in FWONA in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.36K in Q1 2023. 238 funds tracked by Wall St. Rank hold FWONA as of Q2 2024.

Institutional & Family Asset Management held 24 shares of Liberty Media Series A worth $1.54K as of Q2 2024.
Institutional & Family Asset Management left its Liberty Media Series A share count unchanged in Q2 2024.
Liberty Media Series A made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #601 holding.
Institutional & Family Asset Management first reported a position in Liberty Media Series A in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Liberty Media Series A position peaked at $2.36K in Q1 2023.
238 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.