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PMFA
Plante Moran Financial Advisors’s
Liberty Media Series C
FWONK
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
FWONK Stock Details
FWONK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-69
Closed
-$4K
–
881
2021
Q4
$4K
Buy
+69
New
+$3.87K
﹤0.01%
850
2021
Q2
–
Sell
-56
Closed
-$2K
–
1004
2021
Q1
$2K
Hold
56
–
–
﹤0.01%
908
2020
Q4
$2K
Hold
56
–
–
﹤0.01%
770
2020
Q3
$2K
Sell
56
-1
-2%
-$35
﹤0.01%
776
2020
Q2
$2K
Buy
57
+1
+2%
+$30
﹤0.01%
667
2020
Q1
$1K
Hold
56
–
–
﹤0.01%
688
2019
Q4
$2K
Buy
+56
New
+$2.33K
﹤0.01%
685
2018
Q4
–
Sell
-4
Closed
–
–
916
2018
Q3
$0
Hold
4
–
–
﹤0.01%
789
2018
Q2
$0
Hold
4
–
–
﹤0.01%
878
2018
Q1
$0
Hold
4
–
–
﹤0.01%
972
2017
Q4
$0
Hold
4
–
–
﹤0.01%
888
2017
Q3
$0
Hold
4
–
–
﹤0.01%
824
2017
Q2
$0
Hold
4
–
–
﹤0.01%
859
2017
Q1
$0
Hold
4
–
–
﹤0.01%
923
2016
Q4
$0
Hold
4
–
–
﹤0.01%
992
2016
Q3
$0
Sell
4
-7
-64%
-$153
﹤0.01%
952
2016
Q2
$0
Buy
+11
New
+$214
﹤0.01%
914
2016
Q1
–
Sell
-232
Closed
-$6K
–
920
2015
Q4
$6K
Buy
232
+119
+105%
+$3.22K
﹤0.01%
675
2015
Q3
$3K
Hold
113
–
–
﹤0.01%
634
2015
Q2
$3K
Buy
+113
New
+$3.04K
﹤0.01%
660
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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1-Year Est. Return
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$116B AUM
26.37%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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