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Shira Ridge Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Shira Ridge Wealth Management’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
2024
Q3 		– Sell
-32,657
Closed -$583K – 84
2024
Q2 		$583K Hold
32,657
– – 0.32% 48
2024
Q1 		$576K Hold
32,657
– – 0.33% 49
2023
Q4 		$609K Hold
32,657
– – 0.37% 46
2023
Q3 		$606K Hold
32,657
– – 0.4% 41
2023
Q2 		$580K Hold
32,657
– – 0.36% 41
2023
Q1 		$666K Hold
32,657
– – 0.44% 37
2022
Q4 		$635K Buy
+32,657
New +$618K 0.44% 37

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shira Ridge Wealth Management's LBTYK Position: Q3 2024 in Review

Shira Ridge Wealth Management sold out of Liberty Global Class C (LBTYK) in Q3 2024, closing a stake of 32,657 shares — an estimated $583K sold.

Shira Ridge Wealth Management first reported a position in LBTYK in Q4 2022 and held it in 7 quarters. The position peaked at $666K in Q1 2023. 280 funds tracked by Wall St. Rank hold LBTYK as of Q3 2024.

  • Shira Ridge Wealth Management reported no remaining Liberty Global Class C position as of Q3 2024 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 32,657 Liberty Global Class C shares in Q3 2024, an estimated $583K.
  • Shira Ridge Wealth Management first reported a position in Liberty Global Class C in Q4 2022 and held it in 7 quarters.
  • Shira Ridge Wealth Management's Liberty Global Class C position peaked at $666K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Liberty Global Class C as of Q3 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.