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Private Wealth Management Group’s Liberty Latin America Class A LILA Stock Holding History

Private Wealth Management Group’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$21 – 1566
2024
Q1 		$21 Hold
4
– – ﹤0.01% 1498
2023
Q4 		$22 Buy
+4
New +$19 ﹤0.01% 1516

Other funds holding LILA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Private Wealth Management Group's LILA Position: Q2 2024 in Review

Private Wealth Management Group sold out of Liberty Latin America Class A (LILA) in Q2 2024, closing a stake of 4 shares — an estimated $21 sold.

Private Wealth Management Group first reported a position in LILA in Q4 2023 and held it in 2 quarters. The position peaked at $22 in Q4 2023. 139 funds tracked by Wall St. Rank hold LILA as of Q2 2024.

  • Private Wealth Management Group reported no remaining Liberty Latin America Class A position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 4 Liberty Latin America Class A shares in Q2 2024, an estimated $21.
  • Private Wealth Management Group first reported a position in Liberty Latin America Class A in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Liberty Latin America Class A position peaked at $22 in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.