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 $459M AUM 52.34% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

ClearBridge Investments

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

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return