Baystate Wealth Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Baystate 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
2023 Q4	$517	Hold	18	–	–	﹤0.01%	1203
2023 Q3	$458	Buy	+18	New	+$426	﹤0.01%	945
2021 Q4	–	Sell	-5	Closed	–	–	998
2021 Q3	$0	Hold	5	–	–	﹤0.01%	903
2021 Q2	$0	Hold	5	–	–	﹤0.01%	876
2021 Q1	$0	Hold	5	–	–	﹤0.01%	853
2020 Q4	$0	Sell	5 -128	-96%	-$3.7K	﹤0.01%	780
2020 Q3	$3K	Hold	133	–	–	﹤0.01%	513
2020 Q2	$3K	Sell	133 -3	-2%	-$73	﹤0.01%	517
2020 Q1	$3K	Hold	136	–	–	﹤0.01%	484
2019 Q4	$5K	Hold	136	–	–	﹤0.01%	459
2019 Q3	$4K	Hold	136	–	–	﹤0.01%	447
2019 Q2	$4K	Hold	136	–	–	﹤0.01%	450
2019 Q1	$4K	Hold	136	–	–	﹤0.01%	458
2018 Q4	$4K	Hold	136	–	–	﹤0.01%	471
2018 Q3	$4K	Hold	136	–	–	﹤0.01%	477
2018 Q2	$5K	Buy	136 +130	+2,167%	+$4.12K	﹤0.01%	459
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	644
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	633
2017 Q3	$1K	Hold	6	–	–	﹤0.01%	610
2017 Q2	$1K	Hold	6	–	–	﹤0.01%	643
2017 Q1	$1K	Sell	6 -153	-96%	-$4.13K	﹤0.01%	608
2016 Q4	$4K	Buy	+159	New	+$3.96K	﹤0.01%	377

Other funds holding LSXMA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's LSXMA Position: Q4 2023 in Review

Baystate Wealth Management held its Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) position steady in Q4 2023 at 18 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Baystate Wealth Management first reported a position in LSXMA in Q4 2016 and has held it in 22 quarters since. The position peaked at $5K in Q4 2019. 286 funds tracked by Wall St. Rank hold LSXMA as of Q4 2023.

Baystate Wealth Management held 18 shares of Liberty Media Corporation Series A Liberty SiriusXM Common Stock worth $517 as of Q4 2023.
Baystate Wealth Management left its Liberty Media Corporation Series A Liberty SiriusXM Common Stock share count unchanged in Q4 2023.
Liberty Media Corporation Series A Liberty SiriusXM Common Stock made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1203 holding.
Baystate Wealth Management first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2016 and has held it in 22 quarters since.
Baystate Wealth Management's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $5K in Q4 2019.
286 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.