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Private Wealth Partners’s Liberty Global Class C LBTYK Stock Holding History

Private Wealth Partners’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,200
Closed -$1.13K – 165
2022
Q4 		$1.13K Buy
+18,200
New +$344K ﹤0.01% 88
2022
Q3 		– Sell
-18,200
Closed -$13K – 78
2022
Q2 		$13K Sell
18,200
-3,800
-17% -$92.6K ﹤0.01% 75
2022
Q1 		$29K Buy
+22,000
New +$588K ﹤0.01% 81
2020
Q4 		– Sell
-22,000
Closed -$1K – 123
2020
Q3 		$1K Buy
+22,000
New +$484K ﹤0.01% 115

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Private Wealth Partners's LBTYK Position: Q1 2025 in Review

Private Wealth Partners sold out of Liberty Global Class C (LBTYK) in Q1 2025, closing a stake of 18,200 shares — an estimated $239K sold.

Private Wealth Partners first reported a position in LBTYK in Q1 2019 and held it in 13 quarters. The position peaked at $598K in Q2 2019. 281 funds tracked by Wall St. Rank hold LBTYK as of Q1 2025.

  • Private Wealth Partners reported no remaining Liberty Global Class C position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 18,200 Liberty Global Class C shares in Q1 2025, an estimated $239K.
  • Private Wealth Partners first reported a position in Liberty Global Class C in Q1 2019 and held it in 13 quarters.
  • Private Wealth Partners's Liberty Global Class C position peaked at $598K in Q2 2019.
  • 281 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.