JWM
QVCGA

Jeppson Wealth Management’s QVC Group Inc Series A QVCGA Stock Holding History

Jeppson Wealth Management’s Portfolio QVCGA Stock Details QVCGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-103
Closed -$37K – 480
2020
Q3 		$37K Buy
+103
New +$48.7K 0.03% 252

Other funds holding QVCGA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Jeppson Wealth Management sold out of QVC Group Inc Series A (QVCGA) in Q4 2020, closing a stake of 103 shares — an estimated $37K sold.

Jeppson Wealth Management first reported a position in QVCGA in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 353 funds tracked by Wall St. Rank hold QVCGA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining QVC Group Inc Series A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 103 QVC Group Inc Series A shares in Q4 2020, an estimated $37K.
  • Jeppson Wealth Management first reported a position in QVC Group Inc Series A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's QVC Group Inc Series A position peaked at $37K in Q3 2020.
  • 353 funds tracked by Wall St. Rank held QVC Group Inc Series A as of Q4 2020.

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