SWA
LBRDK

Sutton Wealth Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-66
Closed -$5.03K – 1211
2022
Q4 		$5.03K Sell
66
-15
-19% -$1.22K ﹤0.01% 1097
2022
Q3 		$5.98K Sell
81
-21
-21% -$2.23K ﹤0.01% 1037
2022
Q2 		$11.8K Hold
102
– – ﹤0.01% 850
2022
Q1 		$13.8K Hold
102
– – ﹤0.01% 840
2021
Q4 		$16.4K Hold
102
– – 0.01% 767
2021
Q3 		$17.6K Sell
102
-3
-3% -$540 0.01% 734
2021
Q2 		$18.2K Hold
105
– – 0.01% 732
2021
Q1 		$15.8K Sell
105
-6
-5% -$908 0.01% 746
2020
Q4 		$17.6K Buy
111
+22
+25% +$3.35K 0.01% 654
2020
Q3 		$12.7K Hold
89
– – 0.01% 672
2020
Q2 		$11K Buy
89
+23
+35% +$2.89K 0.01% 684
2020
Q1 		$7.31K Hold
66
– – ﹤0.01% 740
2019
Q4 		$8.3K Hold
66
– – ﹤0.01% 862
2019
Q3 		$6.91K Hold
66
– – ﹤0.01% 875
2019
Q2 		$6.88K Hold
66
– – ﹤0.01% 857
2019
Q1 		$6.05K Hold
66
– – ﹤0.01% 894
2018
Q4 		$4.75K Hold
66
– – ﹤0.01% 893
2018
Q3 		$5.56K Hold
66
– – ﹤0.01% 885
2018
Q2 		$5K Hold
66
– – ﹤0.01% 920
2018
Q1 		$5.66K Hold
66
– – ﹤0.01% 905
2017
Q4 		$5.62K Hold
66
– – ﹤0.01% 877
2017
Q3 		$6.29K Hold
66
– – ﹤0.01% 844
2017
Q2 		$5.73K Hold
66
– – ﹤0.01% 856
2017
Q1 		$5.7K Hold
66
– – ﹤0.01% 827
2016
Q4 		$4.89K Hold
66
– – ﹤0.01% 850
2016
Q3 		$4.72K Hold
66
– – ﹤0.01% 825
2016
Q2 		$3.96K Hold
66
– – ﹤0.01% 834
2016
Q1 		$3.83K Buy
+66
New +$3.32K ﹤0.01% 813

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Sutton Wealth Advisors's LBRDK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Liberty Broadband Class C (LBRDK) in Q1 2023, closing a stake of 66 shares — an estimated $5.03K sold.

Sutton Wealth Advisors first reported a position in LBRDK in Q1 2016 and held it in 28 quarters. The position peaked at $18.2K in Q2 2021. 513 funds tracked by Wall St. Rank hold LBRDK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Liberty Broadband Class C position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 66 Liberty Broadband Class C shares in Q1 2023, an estimated $5.03K.
  • Sutton Wealth Advisors first reported a position in Liberty Broadband Class C in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Liberty Broadband Class C position peaked at $18.2K in Q2 2021.
  • 513 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.