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One Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

One Wealth Advisors’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,837
Closed -$152K – 425
2022
Q4 		$152K Buy
+7,837
New +$148K 0.03% 230
2022
Q1 		– Sell
-7,960
Closed -$224K – 219
2021
Q4 		$224K Sell
7,960
-2,529
-24% -$72.2K 0.06% 179
2021
Q3 		$309K Buy
10,489
+135
+1% +$3.75K 0.09% 143
2021
Q2 		$280K Buy
10,354
+130
+1% +$3.5K 0.09% 135
2021
Q1 		$261K Buy
10,224
+494
+5% +$12.4K 0.1% 119
2020
Q4 		$230K Buy
+9,730
New +$211K 0.12% 108
2019
Q2 		– Sell
-176
Closed -$4K – 310
2019
Q1 		$4K Buy
+176
New +$4.17K ﹤0.01% 395
2018
Q4 		– Sell
-223
Closed -$6K – 303
2018
Q3 		$6K Buy
223
+129
+137% +$3.48K ﹤0.01% 376
2018
Q2 		$3K Hold
94
– – ﹤0.01% 473
2018
Q1 		$3K Hold
94
– – ﹤0.01% 440
2017
Q4 		$3K Buy
+94
New +$2.89K ﹤0.01% 486

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

One Wealth Advisors's LBTYK Position: Q1 2023 in Review

One Wealth Advisors sold out of Liberty Global Class C (LBTYK) in Q1 2023, closing a stake of 7,837 shares — an estimated $152K sold.

One Wealth Advisors first reported a position in LBTYK in Q4 2017 and held it in 11 quarters. The position peaked at $309K in Q3 2021. 325 funds tracked by Wall St. Rank hold LBTYK as of Q1 2023.

  • One Wealth Advisors reported no remaining Liberty Global Class C position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 7,837 Liberty Global Class C shares in Q1 2023, an estimated $152K.
  • One Wealth Advisors first reported a position in Liberty Global Class C in Q4 2017 and held it in 11 quarters.
  • One Wealth Advisors's Liberty Global Class C position peaked at $309K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.