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SYSTM Wealth Solutions’s Liberty Global Class A LBTYA Stock Holding History

SYSTM Wealth Solutions’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-296
Closed -$5.16K – 390
2024
Q2 		$5.16K Hold
296
– – ﹤0.01% 560
2024
Q1 		$5.01K Sell
296
-94
-24% -$1.72K ﹤0.01% 835
2023
Q4 		$6.93K Buy
+390
New +$6.32K ﹤0.01% 863

Other funds holding LBTYA

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Liberty Global Class A (LBTYA) in Q3 2024, closing a stake of 296 shares — an estimated $5.16K sold.

SYSTM Wealth Solutions first reported a position in LBTYA in Q4 2023 and held it in 3 quarters. The position peaked at $6.93K in Q4 2023. 264 funds tracked by Wall St. Rank hold LBTYA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Liberty Global Class A position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 296 Liberty Global Class A shares in Q3 2024, an estimated $5.16K.
  • SYSTM Wealth Solutions first reported a position in Liberty Global Class A in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Liberty Global Class A position peaked at $6.93K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Liberty Global Class A as of Q3 2024.

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