JWM
LBRDA icon

Jeppson Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

Jeppson Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-343
Closed -$49K – 300
2020
Q3 		$49K Buy
+343
New +$46.5K 0.04% 224

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's LBRDA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q4 2020, closing a stake of 343 shares — an estimated $49K sold.

Jeppson Wealth Management first reported a position in LBRDA in Q3 2020 and held it in 1 quarter. The position peaked at $49K in Q3 2020. 310 funds tracked by Wall St. Rank hold LBRDA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Liberty Broadband Class A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 343 Liberty Broadband Class A shares in Q4 2020, an estimated $49K.
  • Jeppson Wealth Management first reported a position in Liberty Broadband Class A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Liberty Broadband Class A position peaked at $49K in Q3 2020.
  • 310 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.