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Plante Moran Financial Advisors’s Liberty Media Series A FWONA Stock Holding History

Plante Moran Financial Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28
Closed -$1K – 994
2021
Q1 		$1K Hold
28
– – ﹤0.01% 955
2020
Q4 		$1K Hold
28
– – ﹤0.01% 822
2020
Q3 		$1K Sell
28
-1
-3% -$32 ﹤0.01% 808
2020
Q2 		$1K Buy
29
+1
+4% +$28 ﹤0.01% 704
2020
Q1 		$1K Hold
28
– – ﹤0.01% 687
2019
Q4 		$1K Buy
+28
New +$1.1K ﹤0.01% 719
2018
Q4 		– Sell
-2
Closed – – 915
2018
Q3 		$0 Hold
2
– – ﹤0.01% 788
2018
Q2 		$0 Hold
2
– – ﹤0.01% 877
2018
Q1 		$0 Hold
2
– – ﹤0.01% 971
2017
Q4 		$0 Hold
2
– – ﹤0.01% 887
2017
Q3 		$0 Hold
2
– – ﹤0.01% 823
2017
Q2 		$0 Hold
2
– – ﹤0.01% 858
2017
Q1 		$0 Hold
2
– – ﹤0.01% 922
2016
Q4 		$0 Hold
2
– – ﹤0.01% 991
2016
Q3 		$0 Sell
2
-3
-60% -$66 ﹤0.01% 951
2016
Q2 		$0 Buy
+5
New +$97 ﹤0.01% 913
2016
Q1 		– Sell
-122
Closed -$3K – 919
2015
Q4 		$3K Buy
+122
New +$3.25K ﹤0.01% 817

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Plante Moran Financial Advisors's FWONA Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Liberty Media Series A (FWONA) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in FWONA in Q4 2015 and held it in 17 quarters. The position peaked at $3K in Q4 2015. 208 funds tracked by Wall St. Rank hold FWONA as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Liberty Media Series A position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 28 Liberty Media Series A shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Liberty Media Series A in Q4 2015 and held it in 17 quarters.
  • Plante Moran Financial Advisors's Liberty Media Series A position peaked at $3K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.