VFA
LBRDK

Valeo Financial Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-33
Closed -$5K – 1222
2021
Q1 		$5K Buy
33
+23
+230% +$3.48K ﹤0.01% 1565
2020
Q4 		$2K Buy
10
+4
+67% +$609 ﹤0.01% 1525
2020
Q3 		$1K Sell
6
-66
-92% -$9.07K ﹤0.01% 1490
2020
Q2 		$9K Buy
72
+12
+20% +$1.51K ﹤0.01% 1325
2020
Q1 		$7K Hold
60
– – ﹤0.01% 1210
2019
Q4 		$8K Buy
60
+20
+50% +$2.33K ﹤0.01% 1168
2019
Q3 		$4K Sell
40
-131
-77% -$13.7K ﹤0.01% 1252
2019
Q2 		$18K Hold
171
– – ﹤0.01% 879
2019
Q1 		$16K Hold
171
– – ﹤0.01% 843
2018
Q4 		$12K Hold
171
– – ﹤0.01% 835
2018
Q3 		$14K Buy
171
+131
+328% +$10.4K ﹤0.01% 874
2018
Q2 		$3K Sell
40
-59
-60% -$4.47K ﹤0.01% 1260
2018
Q1 		$8K Buy
99
+49
+98% +$4.41K ﹤0.01% 992
2017
Q4 		$4K Buy
50
+28
+127% +$2.49K ﹤0.01% 1072
2017
Q3 		$2K Buy
+22
New +$2.12K ﹤0.01% 1023

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's LBRDK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Liberty Broadband Class C (LBRDK) in Q2 2021, closing a stake of 33 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in LBRDK in Q3 2017 and held it in 15 quarters. The position peaked at $18K in Q2 2019. 578 funds tracked by Wall St. Rank hold LBRDK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Liberty Broadband Class C position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 33 Liberty Broadband Class C shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Liberty Broadband Class C in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Liberty Broadband Class C position peaked at $18K in Q2 2019.
  • 578 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.