BWM
LSXMK

Baystate Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Baystate 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
2023
Q4 		$6.79K Buy
236
+200
+556% +$5.25K ﹤0.01% 813
2023
Q3 		$917 Buy
+36
New +$874 ﹤0.01% 897
2021
Q4 		– Sell
-10
Closed – – 997
2021
Q3 		$0 Hold
10
– – ﹤0.01% 902
2021
Q2 		$0 Hold
10
– – ﹤0.01% 875
2021
Q1 		$0 Hold
10
– – ﹤0.01% 852
2020
Q4 		$0 Sell
10
-243
-96% -$7.41K ﹤0.01% 779
2020
Q3 		$6K Hold
253
– – ﹤0.01% 459
2020
Q2 		$7K Sell
253
-4
-2% -$103 ﹤0.01% 431
2020
Q1 		$6K Hold
257
– – ﹤0.01% 418
2019
Q4 		$9K Hold
257
– – ﹤0.01% 414
2019
Q3 		$8K Hold
257
– – ﹤0.01% 384
2019
Q2 		$8K Hold
257
– – ﹤0.01% 388
2019
Q1 		$8K Hold
257
– – ﹤0.01% 408
2018
Q4 		$8K Hold
257
– – ﹤0.01% 402
2018
Q3 		$8K Hold
257
– – ﹤0.01% 400
2018
Q2 		$9K Buy
257
+246
+2,236% +$8.21K ﹤0.01% 391
2018
Q1 		$1K Hold
11
– – ﹤0.01% 643
2017
Q4 		$1K Hold
11
– – ﹤0.01% 632
2017
Q3 		$1K Hold
11
– – ﹤0.01% 609
2017
Q2 		$1K Hold
11
– – ﹤0.01% 642
2017
Q1 		$1K Sell
11
-291
-96% -$8.21K ﹤0.01% 607
2016
Q4 		$8K Buy
+302
New +$7.83K ﹤0.01% 330

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Baystate Wealth Management increased its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) stake by 556% in Q4 2023, buying an estimated $5.25K and bringing the position to 236 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Baystate Wealth Management first reported a position in LSXMK in Q4 2016 and has held it in 22 quarters since. The position peaked at $9K in Q4 2019. 386 funds tracked by Wall St. Rank hold LSXMK as of Q4 2023.

  • Baystate Wealth Management held 236 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $6.79K as of Q4 2023.
  • Baystate Wealth Management bought 200 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $5.25K.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #813 holding.
  • Baystate Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2016 and has held it in 22 quarters since.
  • Baystate Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $9K in Q4 2019.
  • 386 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q4 2023.

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