TW
FWONK icon

Transform Wealth’s Liberty Media Series C FWONK Stock Holding History

Transform Wealth’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
2022
Q2 		– Sell
-7,033
Closed -$475K – 207
2022
Q1 		$475K Hold
7,033
– – 0.05% 160
2021
Q4 		$430K Hold
7,033
– – 0.04% 164
2021
Q3 		$350K Hold
7,033
– – 0.04% 183
2021
Q2 		$328K Buy
+7,033
New +$309K 0.04% 196
2020
Q4 		– Sell
-7,033
Closed -$247K – 210
2020
Q3 		$247K Buy
7,033
+517
+8% +$18.2K 0.04% 194
2020
Q2 		$200K Buy
+6,516
New +$194K 0.03% 214
2020
Q1 		– Sell
-5,792
Closed -$257K – 220
2019
Q4 		$257K Sell
5,792
-517
-8% -$21.5K 0.04% 201
2019
Q3 		$254K Hold
6,309
– – 0.05% 187
2019
Q2 		$228K Hold
6,309
– – 0.03% 219
2019
Q1 		$214K Buy
+6,309
New +$198K 0.04% 153
2018
Q4 		– Sell
-5,895
Closed -$212K – 186
2018
Q3 		$212K Sell
5,895
-3,620
-38% -$128K 0.04% 181
2018
Q2 		$342K Hold
9,515
– – 0.06% 176
2018
Q1 		$284K Hold
9,515
– – 0.05% 203
2017
Q4 		$314K Hold
9,515
– – 0.06% 213
2017
Q3 		$350K Buy
9,515
+206
+2% +$7.2K 0.12% 170
2017
Q2 		$330K Buy
+9,309
New +$309K 0.37% 51

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return