WAS
LBRDK

Winch Advisory Services’s Liberty Broadband Class C LBRDK Stock Holding History

Winch Advisory Services’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
2022
Q1 		– Sell
-76
Closed -$12K – 476
2021
Q4 		$12K Hold
76
– – ﹤0.01% 252
2021
Q3 		$13K Hold
76
– – ﹤0.01% 252
2021
Q2 		$13K Hold
76
– – ﹤0.01% 243
2021
Q1 		$11K Buy
+76
New +$11.5K ﹤0.01% 237

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winch Advisory Services's LBRDK Position: Q1 2022 in Review

Winch Advisory Services sold out of Liberty Broadband Class C (LBRDK) in Q1 2022, closing a stake of 76 shares — an estimated $12K sold.

Winch Advisory Services first reported a position in LBRDK in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 578 funds tracked by Wall St. Rank hold LBRDK as of Q1 2022.

  • Winch Advisory Services reported no remaining Liberty Broadband Class C position as of Q1 2022 after selling out during the quarter.
  • Winch Advisory Services sold 76 Liberty Broadband Class C shares in Q1 2022, an estimated $12K.
  • Winch Advisory Services first reported a position in Liberty Broadband Class C in Q1 2021 and held it in 4 quarters.
  • Winch Advisory Services's Liberty Broadband Class C position peaked at $13K in Q3 2021.
  • 578 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2022.

Based on Winch Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.