WIA
LBRDK

Wealthstreet Investment Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Wealthstreet Investment 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
-2,495
Closed -$375K – 223
2021
Q1 		$375K Hold
2,495
– – 0.04% 290
2020
Q4 		$395K Buy
2,495
+892
+56% +$136K 0.04% 266
2020
Q3 		$229K Buy
+1,603
New +$220K 0.03% 304
2020
Q1 		– Sell
-1,603
Closed -$202K – 330
2019
Q4 		$202K Buy
+1,603
New +$187K 0.02% 335

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

Wealthstreet Investment Advisors's LBRDK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Liberty Broadband Class C (LBRDK) in Q2 2021, closing a stake of 2,495 shares — an estimated $375K sold.

Wealthstreet Investment Advisors first reported a position in LBRDK in Q4 2019 and held it in 4 quarters. The position peaked at $395K in Q4 2020. 578 funds tracked by Wall St. Rank hold LBRDK as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Liberty Broadband Class C position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,495 Liberty Broadband Class C shares in Q2 2021, an estimated $375K.
  • Wealthstreet Investment Advisors first reported a position in Liberty Broadband Class C in Q4 2019 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Liberty Broadband Class C position peaked at $395K in Q4 2020.
  • 578 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.