YorkBridge Wealth Partners’s Liberty Media Series A FWONA Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-49	Closed	-$2K	–	351
2019 Q2	$2K	Hold	49	–	–	﹤0.01%	698
2019 Q1	$2K	Sell	49 -9	-16%	-$273	﹤0.01%	697
2018 Q4	$2K	Hold	58	–	–	﹤0.01%	679
2018 Q3	$2K	Sell	58 -20	-26%	-$663	﹤0.01%	704
2018 Q2	$3K	Buy	78 +1	+1%	+$29	﹤0.01%	729
2018 Q1	$2K	Buy	77 +16	+26%	+$499	﹤0.01%	774
2017 Q4	$2K	Sell	61 -18	-23%	-$615	﹤0.01%	796
2017 Q3	$3K	Buy	+79	New	+$2.65K	﹤0.01%	738
2017 Q2	–	Sell	-70	Closed	-$2K	–	887
2017 Q1	$2K	Sell	70 -38	-35%	-$1.14K	﹤0.01%	757
2016 Q4	$3K	Buy	+108	New	+$3.09K	﹤0.01%	712

Other funds holding FWONA

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

YorkBridge Wealth Partners's FWONA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Liberty Media Series A (FWONA) in Q3 2019, closing a stake of 49 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in FWONA in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q2 2018. 202 funds tracked by Wall St. Rank hold FWONA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Liberty Media Series A position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 49 Liberty Media Series A shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Liberty Media Series A in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Liberty Media Series A position peaked at $3K in Q2 2018.
202 funds tracked by Wall St. Rank held Liberty Media Series A as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.