CIA
LSXMK

Choate Investment Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Choate Investment Advisors’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
-28,199
Closed -$625K – 400
2024
Q2 		$625K Hold
28,199
– – 0.02% 235
2024
Q1 		$838K Hold
28,199
– – 0.02% 217
2023
Q4 		$812K Buy
+28,199
New +$740K 0.03% 206
2023
Q3 		– Sell
-36,174
Closed -$917K – 436
2023
Q2 		$917K Hold
36,174
– – 0.04% 148
2023
Q1 		$784K Hold
36,174
– – 0.04% 144
2022
Q4 		$1.1M Sell
36,174
-35
-0.1% -$1.12K 0.07% 115
2022
Q3 		$1.06M Sell
36,209
-95,751
-73% -$2.98M 0.07% 107
2022
Q2 		$3.69M Hold
131,960
– – 0.22% 42
2022
Q1 		$4.67M Buy
131,960
+35
+0% +$1.3K 0.25% 35
2021
Q4 		$5.2M Hold
131,925
– – 0.3% 31
2021
Q3 		$4.85M Sell
131,925
-68,804
-34% -$2.52M 0.31% 30
2021
Q2 		$7.21M Sell
200,729
-193
-0.1% -$6.65K 0.44% 23
2021
Q1 		$6.87M Hold
200,922
– – 0.42% 24
2020
Q4 		$6.77M Hold
200,922
– – 0.41% 21
2020
Q3 		$5.15M Buy
+200,922
New +$5.44M 0.33% 26

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 $8.02B AUM 45.39% 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

Choate Investment Advisors's LSXMK Position: Q3 2024 in Review

Choate Investment Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 28,199 shares — an estimated $625K sold.

Choate Investment Advisors first reported a position in LSXMK in Q3 2020 and held it in 15 quarters. The position peaked at $7.21M in Q2 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Choate Investment Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 28,199 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $625K.
  • Choate Investment Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2020 and held it in 15 quarters.
  • Choate Investment Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $7.21M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Choate Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.