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Marcum Wealth’s Liberty Broadband Class C LBRDK Stock Holding History

Marcum Wealth’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
-1,213
Closed -$209K – 401
2021
Q3 		$209K Sell
1,213
-13
-1% -$2.34K 0.03% 298
2021
Q2 		$213K Buy
+1,226
New +$197K 0.03% 272

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

Marcum Wealth's LBRDK Position: Q4 2021 in Review

Marcum Wealth sold out of Liberty Broadband Class C (LBRDK) in Q4 2021, closing a stake of 1,213 shares — an estimated $209K sold.

Marcum Wealth first reported a position in LBRDK in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2021. 605 funds tracked by Wall St. Rank hold LBRDK as of Q4 2021.

  • Marcum Wealth reported no remaining Liberty Broadband Class C position as of Q4 2021 after selling out during the quarter.
  • Marcum Wealth sold 1,213 Liberty Broadband Class C shares in Q4 2021, an estimated $209K.
  • Marcum Wealth first reported a position in Liberty Broadband Class C in Q2 2021 and held it in 2 quarters.
  • Marcum Wealth's Liberty Broadband Class C position peaked at $213K in Q2 2021.
  • 605 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.