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SYSTM Wealth Solutions’s Liberty Media Series C FWONK Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-81
Closed -$5.82K – 302
2024
Q2 		$5.82K Buy
81
+8
+11% +$565 ﹤0.01% 549
2024
Q1 		$4.79K Hold
73
– – ﹤0.01% 838
2023
Q4 		$4.61K Buy
+73
New +$4.78K ﹤0.01% 889

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

SYSTM Wealth Solutions's FWONK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Liberty Media Series C (FWONK) in Q3 2024, closing a stake of 81 shares — an estimated $5.82K sold.

SYSTM Wealth Solutions first reported a position in FWONK in Q4 2023 and held it in 3 quarters. The position peaked at $5.82K in Q2 2024. 481 funds tracked by Wall St. Rank hold FWONK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Liberty Media Series C position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 81 Liberty Media Series C shares in Q3 2024, an estimated $5.82K.
  • SYSTM Wealth Solutions first reported a position in Liberty Media Series C in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Liberty Media Series C position peaked at $5.82K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Liberty Media Series C as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.