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Venturi Wealth Management’s Liberty Media Series A FWONA Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-703
Closed -$59.1K – 1057
2024
Q4 		$59.1K Buy
+703
New +$54.7K ﹤0.01% 969

Other funds holding FWONA

LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
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 $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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

Venturi Wealth Management's FWONA Position: Q1 2025 in Review

Venturi Wealth Management sold out of Liberty Media Series A (FWONA) in Q1 2025, closing a stake of 703 shares — an estimated $59.1K sold.

Venturi Wealth Management first reported a position in FWONA in Q4 2024 and held it in 1 quarter. The position peaked at $59.1K in Q4 2024. 272 funds tracked by Wall St. Rank hold FWONA as of Q1 2025.

  • Venturi Wealth Management reported no remaining Liberty Media Series A position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 703 Liberty Media Series A shares in Q1 2025, an estimated $59.1K.
  • Venturi Wealth Management first reported a position in Liberty Media Series A in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Liberty Media Series A position peaked at $59.1K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.