SFP
FWONA icon

Sterling Financial Planning’s Liberty Media Corporation Series A Common Stock FWONA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-25
Closed -$1K – 213
2021
Q3 		$1K Hold
25
– – ﹤0.01% 416
2021
Q2 		$1K Hold
25
– – ﹤0.01% 392
2021
Q1 		$1K Hold
25
– – ﹤0.01% 372
2020
Q4 		$1K Buy
+25
New +$874 ﹤0.01% 348

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Sterling Financial Planning's FWONA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Liberty Media Corporation Series A Common Stock (FWONA) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in FWONA in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 223 funds tracked by Wall St. Rank hold FWONA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Liberty Media Corporation Series A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 25 Liberty Media Corporation Series A Common Stock shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in Liberty Media Corporation Series A Common Stock in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Liberty Media Corporation Series A Common Stock position peaked at $1K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Common Stock as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.