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Wealthspire Advisors (Maryland)’s Liberty Media Series A FWONA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-10
Closed – – 1037
2019
Q1 		$0 Hold
10
– – ﹤0.01% 2515
2018
Q4 		$0 Sell
10
-14
-58% -$414 ﹤0.01% 2481
2018
Q3 		$1K Buy
24
+14
+140% +$464 ﹤0.01% 2281
2018
Q2 		$0 Hold
10
– – ﹤0.01% 2484
2018
Q1 		$0 Sell
10
-23
-70% -$717 ﹤0.01% 2541
2017
Q4 		$1K Buy
33
+3
+10% +$103 ﹤0.01% 2275
2017
Q3 		$1K Buy
30
+11
+58% +$369 ﹤0.01% 2092
2017
Q2 		$1K Buy
19
+12
+171% +$378 ﹤0.01% 2083
2017
Q1 		$0 Sell
7
-2
-22% -$60 ﹤0.01% 1956
2016
Q4 		$0 Hold
9
– – ﹤0.01% 1780
2016
Q3 		$0 Hold
9
– – ﹤0.01% 1757
2016
Q2 		$0 Buy
+9
New +$175 ﹤0.01% 1733
2016
Q1 		– Sell
-320
Closed -$8K – 1774
2015
Q4 		$8K Buy
+320
New +$8.52K ﹤0.01% 1249

Other funds holding FWONA

AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (Maryland)'s FWONA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Liberty Media Series A (FWONA) in Q2 2019, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in FWONA in Q4 2015 and held it in 13 quarters. The position peaked at $8K in Q4 2015. 191 funds tracked by Wall St. Rank hold FWONA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Media Series A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 Liberty Media Series A shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Media Series A in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Media Series A position peaked at $8K in Q4 2015.
  • 191 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.