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Wealthspire Advisors (Maryland)’s Liberty Media Series C FWONK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-596
Closed -$20K – 1038
2019
Q1 		$20K Sell
596
-73
-11% -$2.29K ﹤0.01% 1274
2018
Q4 		$20K Buy
669
+34
+5% +$1.06K ﹤0.01% 1202
2018
Q3 		$23K Buy
635
+39
+7% +$1.38K ﹤0.01% 1251
2018
Q2 		$21K Buy
596
+88
+17% +$2.69K ﹤0.01% 1296
2018
Q1 		$15K Buy
508
+264
+108% +$8.73K ﹤0.01% 1398
2017
Q4 		$8K Buy
244
+163
+201% +$5.89K ﹤0.01% 1670
2017
Q3 		$3K Buy
81
+49
+153% +$1.71K ﹤0.01% 1903
2017
Q2 		$1K Buy
32
+16
+100% +$531 ﹤0.01% 2084
2017
Q1 		$1K Sell
16
-1
-6% -$31 ﹤0.01% 1795
2016
Q4 		$1K Hold
17
– – ﹤0.01% 1643
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1758
2016
Q2 		$0 Buy
+17
New +$331 ﹤0.01% 1734
2016
Q1 		– Sell
-140
Closed -$4K – 1775
2015
Q4 		$4K Buy
+140
New +$3.79K ﹤0.01% 1394

Other funds holding FWONK

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Liberty Media Series C (FWONK) in Q2 2019, closing a stake of 596 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in FWONK in Q4 2015 and held it in 13 quarters. The position peaked at $23K in Q3 2018. 317 funds tracked by Wall St. Rank hold FWONK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Media Series C position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 596 Liberty Media Series C shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Media Series C in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Media Series C position peaked at $23K in Q3 2018.
  • 317 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2019.

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