Williams Jones Wealth Management
FWONA icon

Williams Jones Wealth Management’s Liberty Media Corporation Series A Common Stock FWONA Stock Holding History

Williams Jones 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
2019
Q4 		– Sell
-7,676
Closed -$291K – 453
2019
Q3 		$291K Buy
+7,676
New +$281K 0.01% 346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Williams Jones Wealth Management's FWONA Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Liberty Media Corporation Series A Common Stock (FWONA) in Q4 2019, closing a stake of 7,676 shares — an estimated $291K sold.

Williams Jones Wealth Management first reported a position in FWONA in Q3 2019 and held it in 1 quarter. The position peaked at $291K in Q3 2019. 212 funds tracked by Wall St. Rank hold FWONA as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Liberty Media Corporation Series A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,676 Liberty Media Corporation Series A Common Stock shares in Q4 2019, an estimated $291K.
  • Williams Jones Wealth Management first reported a position in Liberty Media Corporation Series A Common Stock in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Liberty Media Corporation Series A Common Stock position peaked at $291K in Q3 2019.
  • 212 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Common Stock as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.