RWA
FWONK icon

Ropes Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

Ropes Wealth Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$2K – 451
2020
Q4 		$2K Buy
+40
New +$1.55K ﹤0.01% 644
2019
Q1 		– Sell
-623
Closed -$18K – 520
2018
Q4 		$18K Hold
623
– – 0.01% 384
2018
Q3 		$22K Hold
623
– – 0.01% 397
2018
Q2 		$22K Hold
623
– – 0.01% 408
2018
Q1 		$19K Hold
623
– – 0.01% 406
2017
Q4 		$21K Hold
623
– – 0.01% 433
2017
Q3 		$23K Hold
623
– – 0.01% 394
2017
Q2 		$22K Hold
623
– – 0.01% 391
2017
Q1 		$21K Sell
623
-109
-15% -$3.36K 0.01% 395
2016
Q4 		$22K Hold
732
– – 0.01% 394
2016
Q3 		$20K Buy
732
+109
+17% +$2.38K 0.01% 361
2016
Q2 		$11K Sell
623
-2,779
-82% -$54.1K ﹤0.01% 364
2016
Q1 		$92K Sell
3,402
-51
-1% -$1.27K 0.04% 189
2015
Q4 		$93K Buy
3,453
+3,402
+6,671% +$92.1K 0.04% 203
2015
Q3 		$1K Buy
+51
New +$1.31K ﹤0.01% 392

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return