Williams Jones Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

Williams Jones Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,883	Closed	-$214K	–	589
2022 Q2	$214K	Buy	1,883 +211	+13%	+$24.8K	﹤0.01%	519
2022 Q1	$219K	Buy	1,672 +23	+1%	+$3.28K	﹤0.01%	473
2021 Q4	$265K	Hold	1,649	–	–	﹤0.01%	415
2021 Q3	$278K	Hold	1,649	–	–	﹤0.01%	412
2021 Q2	$277K	Hold	1,649	–	–	﹤0.01%	416
2021 Q1	$239K	Hold	1,649	–	–	﹤0.01%	429
2020 Q4	$260K	Hold	1,649	–	–	﹤0.01%	394
2020 Q3	$234K	Hold	1,649	–	–	﹤0.01%	378
2020 Q2	$201K	Buy	+1,649	New	+$203K	﹤0.01%	376
2020 Q1	–	Sell	-1,649	Closed	-$205K	–	413
2019 Q4	$205K	Buy	+1,649	New	+$191K	﹤0.01%	409

Other funds holding LBRDA

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Williams Jones Wealth Management's LBRDA Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q3 2022, closing a stake of 1,883 shares — an estimated $214K sold.

Williams Jones Wealth Management first reported a position in LBRDA in Q4 2019 and held it in 10 quarters. The position peaked at $278K in Q3 2021. 257 funds tracked by Wall St. Rank hold LBRDA as of Q3 2022.

Williams Jones Wealth Management reported no remaining Liberty Broadband Class A position as of Q3 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 1,883 Liberty Broadband Class A shares in Q3 2022, an estimated $214K.
Williams Jones Wealth Management first reported a position in Liberty Broadband Class A in Q4 2019 and held it in 10 quarters.
Williams Jones Wealth Management's Liberty Broadband Class A position peaked at $278K in Q3 2021.
257 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.