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Private Wealth Management Group’s Liberty Global Class A LBTYA Stock Holding History

Private Wealth Management Group’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-197
Closed -$4.16K – 1543
2024
Q3 		$4.16K Hold
197
– – ﹤0.01% 801
2024
Q2 		$3.43K Sell
197
-259
-57% -$4.38K ﹤0.01% 863
2024
Q1 		$7.72K Hold
456
– – ﹤0.01% 483
2023
Q4 		$8.1K Buy
+456
New +$7.39K ﹤0.01% 460

Other funds holding LBTYA

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Private Wealth Management Group's LBTYA Position: Q4 2024 in Review

Private Wealth Management Group sold out of Liberty Global Class A (LBTYA) in Q4 2024, closing a stake of 197 shares — an estimated $4.16K sold.

Private Wealth Management Group first reported a position in LBTYA in Q4 2023 and held it in 4 quarters. The position peaked at $8.1K in Q4 2023. 267 funds tracked by Wall St. Rank hold LBTYA as of Q4 2024.

  • Private Wealth Management Group reported no remaining Liberty Global Class A position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 197 Liberty Global Class A shares in Q4 2024, an estimated $4.16K.
  • Private Wealth Management Group first reported a position in Liberty Global Class A in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Liberty Global Class A position peaked at $8.1K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Liberty Global Class A as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.