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Ropes Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

Ropes Wealth Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-313
Closed -$9K – 519
2018
Q4 		$9K Hold
313
– – ﹤0.01% 431
2018
Q3 		$11K Hold
313
– – ﹤0.01% 451
2018
Q2 		$11K Hold
313
– – ﹤0.01% 467
2018
Q1 		$9K Hold
313
– – ﹤0.01% 465
2017
Q4 		$10K Hold
313
– – ﹤0.01% 531
2017
Q3 		$11K Hold
313
– – ﹤0.01% 504
2017
Q2 		$11K Hold
313
– – ﹤0.01% 453
2017
Q1 		$10K Sell
313
-55
-15% -$1.65K ﹤0.01% 448
2016
Q4 		$11K Hold
368
– – ﹤0.01% 441
2016
Q3 		$10K Buy
368
+55
+18% +$1.21K ﹤0.01% 410
2016
Q2 		$6K Sell
313
-1,478
-83% -$28.8K ﹤0.01% 388
2016
Q1 		$47K Hold
1,791
– – 0.02% 220
2015
Q4 		$47K Buy
+1,791
New +$47.7K 0.02% 248

Other funds holding FWONA

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return