LWM
LBRDK

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 $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Liberty Wealth Management sold out of Liberty Broadband Class C (LBRDK) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in LBRDK in Q4 2018 and held it in 12 quarters. The position peaked at $3K in Q1 2020. 606 funds tracked by Wall St. Rank hold LBRDK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Liberty Broadband Class C position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 Liberty Broadband Class C shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Liberty Broadband Class C in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Liberty Broadband Class C position peaked at $3K in Q1 2020.
  • 606 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2021.

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