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Liberty Wealth Management’s Liberty Media Series A FWONA Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-2
Closed – – 509
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1190
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1101
2021
Q1 		$0 Hold
2
– – ﹤0.01% 973
2020
Q4 		$0 Hold
2
– – ﹤0.01% 990
2020
Q3 		$0 Hold
2
– – ﹤0.01% 894
2020
Q2 		$0 Sell
2
-6
-75% -$167 ﹤0.01% 901
2020
Q1 		$0 Hold
8
– – ﹤0.01% 918
2019
Q4 		$0 Sell
8
-3
-27% -$118 ﹤0.01% 928
2019
Q3 		$0 Hold
11
– – ﹤0.01% 906
2019
Q2 		$0 Hold
11
– – ﹤0.01% 910
2019
Q1 		$0 Hold
11
– – ﹤0.01% 771
2018
Q4 		$0 Buy
+11
New +$325 ﹤0.01% 767

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's FWONA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Liberty Media Series A (FWONA) in Q4 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in FWONA in Q4 2018 and held it in 12 quarters. The position peaked at $0 in Q3 2021. 223 funds tracked by Wall St. Rank hold FWONA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Liberty Media Series A position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 Liberty Media Series A shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Liberty Media Series A in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Liberty Media Series A position peaked at $0 in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.