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Sterling Financial Planning’s Liberty Media Series C FWONK Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-50
Closed -$2K – 214
2021
Q3 		$2K Hold
50
– – ﹤0.01% 404
2021
Q2 		$2K Hold
50
– – ﹤0.01% 382
2021
Q1 		$2K Hold
50
– – ﹤0.01% 360
2020
Q4 		$2K Buy
+50
New +$1.93K ﹤0.01% 337

Other funds holding FWONK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Sterling Financial Planning sold out of Liberty Media Series C (FWONK) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in FWONK in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 398 funds tracked by Wall St. Rank hold FWONK as of Q4 2021.

  • Sterling Financial Planning reported no remaining Liberty Media Series C position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 50 Liberty Media Series C shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in Liberty Media Series C in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Liberty Media Series C position peaked at $2K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2021.

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