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TCI Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-9
Closed -$608 – 976
2023
Q1 		$608 Buy
9
+1
+13% +$60 ﹤0.01% 2186
2022
Q4 		$427 Buy
8
+7
+700% +$356 ﹤0.01% 2241
2022
Q3 		$0 Buy
+1
New +$56 ﹤0.01% 2361
2020
Q1 		– Sell
-61
Closed -$3K – 1570
2019
Q4 		$3K Buy
61
+31
+103% +$1.22K ﹤0.01% 1018
2019
Q3 		$1K Hold
30
– – ﹤0.01% 1283
2019
Q2 		$1K Hold
30
– – ﹤0.01% 1197
2019
Q1 		$1K Hold
30
– – ﹤0.01% 1216
2018
Q4 		$1K Hold
30
– – ﹤0.01% 1206
2018
Q3 		$1K Hold
30
– – ﹤0.01% 1216
2018
Q2 		$1K Hold
30
– – ﹤0.01% 1288
2018
Q1 		$1K Hold
30
– – ﹤0.01% 1137
2017
Q4 		$1K Hold
30
– – ﹤0.01% 1186
2017
Q3 		$1K Hold
30
– – ﹤0.01% 1109
2017
Q2 		$1K Hold
30
– – ﹤0.01% 1129
2017
Q1 		$1K Sell
30
-19
-39% -$569 ﹤0.01% 1087
2016
Q4 		$1K Buy
49
+13
+36% +$372 ﹤0.01% 1159
2016
Q3 		$1K Buy
36
+4
+13% +$88 ﹤0.01% 1119
2016
Q2 		$1K Buy
+32
New +$624 ﹤0.01% 1061
2016
Q1 		– Sell
-192
Closed -$5K – 1349
2015
Q4 		$5K Sell
192
-44
-19% -$1.17K ﹤0.01% 710
2015
Q3 		$6K Buy
236
+2
+0.9% +$50 ﹤0.01% 593
2015
Q2 		$6K Sell
234
-4
-2% -$103 ﹤0.01% 605
2015
Q1 		$6K Buy
238
+223
+1,487% +$5.57K ﹤0.01% 537
2014
Q4 		$0 Sell
15
-297
-95% -$7.01K ﹤0.01% 904
2014
Q3 		$8K Sell
312
-527
-63% -$12.9K 0.01% 482
2014
Q2 		$20K Buy
839
+17
+2% +$390 0.01% 343
2014
Q1 		$19K Buy
+822
New +$19.6K 0.01% 335

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.37B AUM 26.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Wealth Advisors's FWONA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Liberty Media Series A (FWONA) in Q2 2023, closing a stake of 9 shares — an estimated $608 sold.

TCI Wealth Advisors first reported a position in FWONA in Q1 2014 and held it in 26 quarters. The position peaked at $20K in Q2 2014. 221 funds tracked by Wall St. Rank hold FWONA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Liberty Media Series A position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 9 Liberty Media Series A shares in Q2 2023, an estimated $608.
  • TCI Wealth Advisors first reported a position in Liberty Media Series A in Q1 2014 and held it in 26 quarters.
  • TCI Wealth Advisors's Liberty Media Series A position peaked at $20K in Q2 2014.
  • 221 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.