Shira Ridge Wealth Management’s Liberty Media Corporation Series C Common Stock FWONK Stock Holding History

Shira Ridge Wealth Management’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
2023 Q3	–	Sell	-2,823	Closed	-$205K	–	68
2023 Q2	$205K	Sell	2,823 -13,301	-82%	-$946K	0.13%	64
2023 Q1	$1.17M	Hold	16,124	–	–	0.77%	26
2022 Q4	$932K	Buy	+16,124	New	+$922K	0.64%	27

Other funds holding FWONK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Shira Ridge Wealth Management's FWONK Position: Q3 2023 in Review

Shira Ridge Wealth Management sold out of Liberty Media Corporation Series C Common Stock (FWONK) in Q3 2023, closing a stake of 2,823 shares — an estimated $205K sold.

Shira Ridge Wealth Management first reported a position in FWONK in Q4 2022 and held it in 3 quarters. The position peaked at $1.17M in Q1 2023. 424 funds tracked by Wall St. Rank hold FWONK as of Q3 2023.

Shira Ridge Wealth Management reported no remaining Liberty Media Corporation Series C Common Stock position as of Q3 2023 after selling out during the quarter.
Shira Ridge Wealth Management sold 2,823 Liberty Media Corporation Series C Common Stock shares in Q3 2023, an estimated $205K.
Shira Ridge Wealth Management first reported a position in Liberty Media Corporation Series C Common Stock in Q4 2022 and held it in 3 quarters.
Shira Ridge Wealth Management's Liberty Media Corporation Series C Common Stock position peaked at $1.17M in Q1 2023.
424 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Common Stock as of Q3 2023.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.