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

Liberty 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
2021
Q4 		– Sell
-2
Closed – – 685
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1204
2021
Q2 		$0 Buy
+2
New +$313 ﹤0.01% 1125
2021
Q1 		– Sell
-2
Closed – – 993
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1017
2020
Q3 		$0 Hold
2
– – ﹤0.01% 912
2020
Q2 		$0 Sell
2
-4
-67% -$492 ﹤0.01% 926
2020
Q1 		$1K Hold
6
– – ﹤0.01% 813
2019
Q4 		$1K Sell
6
-2
-25% -$232 ﹤0.01% 839
2019
Q3 		$1K Hold
8
– – ﹤0.01% 802
2019
Q2 		$1K Hold
8
– – ﹤0.01% 831
2019
Q1 		$0 Hold
8
– – ﹤0.01% 792
2018
Q4 		$0 Buy
+8
New +$642 ﹤0.01% 776

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Liberty Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q4 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in LBRDA in Q4 2018 and held it in 11 quarters. The position peaked at $1K in Q1 2020. 328 funds tracked by Wall St. Rank hold LBRDA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Liberty Broadband Class A position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 Liberty Broadband Class A shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Liberty Broadband Class A in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Liberty Broadband Class A position peaked at $1K in Q1 2020.
  • 328 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q4 2021.

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