BCWM
LSXMA

Bartlett & Co Wealth Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,867
Closed -$285K – 1164
2024
Q2 		$285K Hold
12,867
– – ﹤0.01% 406
2024
Q1 		$382K Hold
12,867
– – 0.01% 363
2023
Q4 		$369K Hold
12,867
– – 0.01% 384
2023
Q3 		$327K Sell
12,867
-4,645
-27% -$110K 0.01% 392
2023
Q2 		$422K Hold
17,512
– – 0.01% 366
2023
Q1 		$361K Hold
17,512
– – 0.01% 318
2022
Q4 		$506K Hold
17,512
– – 0.01% 290
2022
Q3 		$490K Buy
17,512
+16,679
+2,002% +$494K 0.01% 286
2022
Q2 		$22.1K Hold
833
– – ﹤0.01% 715
2022
Q1 		$28K Buy
+833
New +$29.3K ﹤0.01% 677
2019
Q3 		– Sell
-26
Closed -$718 – 949
2019
Q2 		$718 Buy
+26
New +$719 ﹤0.01% 715

Other funds holding LSXMA

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Bartlett & Co Wealth Management's LSXMA Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 12,867 shares — an estimated $285K sold.

Bartlett & Co Wealth Management first reported a position in LSXMA in Q2 2019 and held it in 11 quarters. The position peaked at $506K in Q4 2022. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 12,867 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $285K.
  • Bartlett & Co Wealth Management first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2019 and held it in 11 quarters.
  • Bartlett & Co Wealth Management's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $506K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.