SFS
LBRDK

Sowell Financial Services’s Liberty Broadband Class C LBRDK Stock Holding History

Sowell Financial Services’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26
Closed -$4K – 1730
2021
Q1 		$4K Sell
26
-194
-88% -$29.4K ﹤0.01% 2669
2020
Q4 		$35K Buy
220
+96
+77% +$14.6K ﹤0.01% 1525
2020
Q3 		$18K Sell
124
-1,532
-93% -$211K ﹤0.01% 1609
2020
Q2 		$205K Sell
1,656
-2,786
-63% -$350K 0.01% 712
2020
Q1 		$492K Buy
4,442
+4,372
+6,246% +$544K 0.04% 404
2019
Q4 		$9K Sell
70
-81
-54% -$9.43K ﹤0.01% 1717
2019
Q3 		$16K Buy
+151
New +$15.8K ﹤0.01% 1365

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's LBRDK Position: Q2 2021 in Review

Sowell Financial Services sold out of Liberty Broadband Class C (LBRDK) in Q2 2021, closing a stake of 26 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in LBRDK in Q3 2019 and held it in 7 quarters. The position peaked at $492K in Q1 2020. 578 funds tracked by Wall St. Rank hold LBRDK as of Q2 2021.

  • Sowell Financial Services reported no remaining Liberty Broadband Class C position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 26 Liberty Broadband Class C shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Liberty Broadband Class C in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Liberty Broadband Class C position peaked at $492K in Q1 2020.
  • 578 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.