LWM
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Liberty Wealth Management’s Liberty Broadband Class C LBRDK Stock Holding History

Liberty Wealth Management’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed -$1K – 686
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1123
2021
Q2 		$1K Hold
5
– – ﹤0.01% 1007
2021
Q1 		$0 Hold
5
– – ﹤0.01% 994
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1018
2020
Q3 		$1K Hold
5
– – ﹤0.01% 814
2020
Q2 		$1K Sell
5
-23
-82% -$2.89K ﹤0.01% 796
2020
Q1 		$3K Buy
28
+16
+133% +$1.99K ﹤0.01% 677
2019
Q4 		$2K Sell
12
-3
-20% -$349 ﹤0.01% 771
2019
Q3 		$2K Hold
15
– – ﹤0.01% 745
2019
Q2 		$2K Hold
15
– – ﹤0.01% 766
2019
Q1 		$1K Hold
15
– – ﹤0.01% 684
2018
Q4 		$1K Buy
+15
New +$1.2K ﹤0.01% 716

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return