BCWM
LSXMK

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

Bartlett & Co Wealth Management’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,454
Closed -$653K – 1163
2024
Q2 		$653K Hold
29,454
– – 0.01% 294
2024
Q1 		$875K Hold
29,454
– – 0.01% 277
2023
Q4 		$847K Hold
29,454
– – 0.01% 297
2023
Q3 		$750K Sell
29,454
-8,571
-23% -$208K 0.01% 297
2023
Q2 		$964K Hold
38,025
– – 0.02% 274
2023
Q1 		$824K Hold
38,025
– – 0.02% 241
2022
Q4 		$1.15M Hold
38,025
– – 0.02% 219
2022
Q3 		$1.11M Buy
38,025
+36,100
+1,875% +$1.12M 0.02% 212
2022
Q2 		$53.8K Hold
1,925
– – ﹤0.01% 561
2022
Q1 		$68.2K Buy
+1,925
New +$71.4K ﹤0.01% 536
2021
Q4 		– Sell
-345
Closed -$12.7K – 918
2021
Q3 		$12.7K Hold
345
– – ﹤0.01% 679
2021
Q2 		$12.4K Hold
345
– – ﹤0.01% 668
2021
Q1 		$11.8K Hold
345
– – ﹤0.01% 711
2020
Q4 		$11.6K Buy
345
+110
+47% +$3.35K ﹤0.01% 719
2020
Q3 		$6.02K Hold
235
– – ﹤0.01% 717
2020
Q2 		$6.27K Sell
235
-4
-2% -$103 ﹤0.01% 717
2020
Q1 		$5.75K Hold
239
– – ﹤0.01% 711
2019
Q4 		$8.76K Hold
239
– – ﹤0.01% 737
2019
Q3 		$7.64K Buy
239
+190
+388% +$5.9K ﹤0.01% 755
2019
Q2 		$1.41K Buy
+49
New +$1.43K ﹤0.01% 693

Other funds holding LSXMK

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 29,454 shares — an estimated $653K sold.

Bartlett & Co Wealth Management first reported a position in LSXMK in Q2 2019 and held it in 20 quarters. The position peaked at $1.15M in Q4 2022. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 29,454 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $653K.
  • Bartlett & Co Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2019 and held it in 20 quarters.
  • Bartlett & Co Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $1.15M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

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