BBPWM
LSXMK

Blue Bell Private Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Blue Bell Private 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
-80
Closed -$1.77K – 725
2024
Q2 		$1.77K Hold
80
– – ﹤0.01% 627
2024
Q1 		$2.38K Hold
80
– – ﹤0.01% 625
2023
Q4 		$2.3K Hold
80
– – ﹤0.01% 618
2023
Q3 		$2.04K Sell
80
-23
-22% -$559 ﹤0.01% 569
2023
Q2 		$2.62K Hold
103
– – ﹤0.01% 562
2023
Q1 		$2.24K Hold
103
– – ﹤0.01% 541
2022
Q4 		$3.13K Hold
103
– – ﹤0.01% 528
2022
Q3 		$3K Hold
103
– – ﹤0.01% 575
2022
Q2 		$3K Hold
103
– – ﹤0.01% 619
2022
Q1 		$4K Hold
103
– – ﹤0.01% 611
2021
Q4 		$4K Buy
+103
New +$4K ﹤0.01% 591

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 $9.54B AUM 19.86% 1-Year Est. Return

Blue Bell Private Wealth Management's LSXMK Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 80 shares — an estimated $1.77K sold.

Blue Bell Private Wealth Management first reported a position in LSXMK in Q4 2021 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Blue Bell Private 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.
  • Blue Bell Private Wealth Management sold 80 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $1.77K.
  • Blue Bell Private Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2021 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $4K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.