Plante Moran Financial Advisors’s Liberty Global Class C LBTYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-265
Closed -$5.4K – 838
2023
Q1
$5.4K Hold
265
– – ﹤0.01% 639
2022
Q4
$5.15K Hold
265
– – ﹤0.01% 669
2022
Q3
$4K Hold
265
– – ﹤0.01% 731
2022
Q2
$6K Hold
265
– – ﹤0.01% 685
2022
Q1
$7K Sell
265
-96
-27% -$2.57K ﹤0.01% 639
2021
Q4
$10K Buy
361
+96
+36% +$2.74K ﹤0.01% 687
2021
Q3
$8K Hold
265
– – ﹤0.01% 726
2021
Q2
$7K Sell
265
-300
-53% -$8.09K ﹤0.01% 732
2021
Q1
$14K Buy
565
+265
+88% +$6.63K ﹤0.01% 598
2020
Q4
$7K Hold
300
– – ﹤0.01% 665
2020
Q3
$6K Hold
300
– – ﹤0.01% 665
2020
Q2
$6K Hold
300
– – ﹤0.01% 574
2020
Q1
$5K Hold
300
– – ﹤0.01% 574
2019
Q4
$7K Buy
+300
New +$6.75K ﹤0.01% 586
2019
Q3
– Sell
-432
Closed -$11K – 884
2019
Q2
$11K Hold
432
– – ﹤0.01% 556
2019
Q1
$10K Buy
+432
New +$10.2K ﹤0.01% 552

Other funds holding LBTYK

Plante Moran Financial Advisors's LBTYK Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Liberty Global Class C (LBTYK) in Q2 2023, closing a stake of 265 shares — an estimated $5.4K sold.

Plante Moran Financial Advisors first reported a position in LBTYK in Q1 2019 and held it in 16 quarters. The position peaked at $14K in Q1 2021. 309 funds tracked by Wall St. Rank hold LBTYK as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Liberty Global Class C position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 265 Liberty Global Class C shares in Q2 2023, an estimated $5.4K.
  • Plante Moran Financial Advisors first reported a position in Liberty Global Class C in Q1 2019 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Liberty Global Class C position peaked at $14K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.