YWP
FWONK icon

YorkBridge Wealth Partners’s Liberty Media Series C FWONK Stock Holding History

YorkBridge Wealth Partners’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-83
Closed -$3K – 352
2019
Q2 		$3K Hold
83
– – ﹤0.01% 679
2019
Q1 		$3K Hold
83
– – ﹤0.01% 677
2018
Q4 		$2K Hold
83
– – ﹤0.01% 680
2018
Q3 		$3K Sell
83
-20
-19% -$706 ﹤0.01% 686
2018
Q2 		$4K Buy
103
+10
+11% +$305 ﹤0.01% 699
2018
Q1 		$3K Sell
93
-4
-4% -$132 ﹤0.01% 717
2017
Q4 		$4K Sell
97
-70
-42% -$2.53K ﹤0.01% 722
2017
Q3 		$6K Sell
167
-9
-5% -$315 ﹤0.01% 690
2017
Q2 		$6K Hold
176
– – ﹤0.01% 688
2017
Q1 		$6K Sell
176
-62
-26% -$1.91K ﹤0.01% 667
2016
Q4 		$7K Buy
+238
New +$6.82K ﹤0.01% 645

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return