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Liberty Wealth Management’s Liberty Media Series C FWONK Stock Holding History

Liberty Wealth Management’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 510
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1191
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1102
2021
Q1 		$0 Hold
5
– – ﹤0.01% 974
2020
Q4 		$0 Hold
5
– – ﹤0.01% 991
2020
Q3 		$0 Hold
5
– – ﹤0.01% 895
2020
Q2 		$0 Sell
5
-9
-64% -$267 ﹤0.01% 902
2020
Q1 		$0 Hold
14
– – ﹤0.01% 919
2019
Q4 		$1K Sell
14
-5
-26% -$208 ﹤0.01% 826
2019
Q3 		$1K Hold
19
– – ﹤0.01% 790
2019
Q2 		$1K Hold
19
– – ﹤0.01% 817
2019
Q1 		$0 Hold
19
– – ﹤0.01% 772
2018
Q4 		$0 Buy
+19
New +$591 ﹤0.01% 768

Other funds holding FWONK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Liberty Wealth Management sold out of Liberty Media Series C (FWONK) in Q4 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in FWONK in Q4 2018 and held it in 12 quarters. The position peaked at $1K in Q4 2019. 398 funds tracked by Wall St. Rank hold FWONK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Liberty Media Series C position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 Liberty Media Series C shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Liberty Media Series C in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Liberty Media Series C position peaked at $1K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2021.

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