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

Modera 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
2022
Q1 		– Sell
-1,395
Closed -$225K – 487
2021
Q4 		$225K Buy
+1,395
New +$230K 0.01% 521

Other funds holding LBRDK

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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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modera Wealth Management's LBRDK Position: Q1 2022 in Review

Modera Wealth Management sold out of Liberty Broadband Class C (LBRDK) in Q1 2022, closing a stake of 1,395 shares — an estimated $225K sold.

Modera Wealth Management first reported a position in LBRDK in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 577 funds tracked by Wall St. Rank hold LBRDK as of Q1 2022.

  • Modera Wealth Management reported no remaining Liberty Broadband Class C position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,395 Liberty Broadband Class C shares in Q1 2022, an estimated $225K.
  • Modera Wealth Management first reported a position in Liberty Broadband Class C in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Liberty Broadband Class C position peaked at $225K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.