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Jackson Grant Investment Advisers’s Liberty Media Series A FWONA Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-8
Closed -$464 – 394
2023
Q4 		$464 Hold
8
– – ﹤0.01% 392
2023
Q3 		$452 Hold
8
– – ﹤0.01% 394
2023
Q2 		$541 Hold
8
– – ﹤0.01% 413
2023
Q1 		$540 Buy
+8
New +$482 ﹤0.01% 460

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State of Wisconsin Investment Board
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Jackson Grant Investment Advisers's FWONA Position: Q1 2024 in Review

Jackson Grant Investment Advisers sold out of Liberty Media Series A (FWONA) in Q1 2024, closing a stake of 8 shares — an estimated $464 sold.

Jackson Grant Investment Advisers first reported a position in FWONA in Q1 2023 and held it in 4 quarters. The position peaked at $541 in Q2 2023. 230 funds tracked by Wall St. Rank hold FWONA as of Q1 2024.

  • Jackson Grant Investment Advisers reported no remaining Liberty Media Series A position as of Q1 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 8 Liberty Media Series A shares in Q1 2024, an estimated $464.
  • Jackson Grant Investment Advisers first reported a position in Liberty Media Series A in Q1 2023 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's Liberty Media Series A position peaked at $541 in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2024, filed 8 May 2024.