Clear Perspectives Financial Planning’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$22.2K	Hold	1,022	–	–	0.01%	110
2022 Q4	$31K	Hold	1,022	–	–	0.02%	101
2022 Q3	$30K	Hold	1,022	–	–	0.01%	105
2022 Q2	$29K	Hold	1,022	–	–	0.01%	107
2022 Q1	$36K	Hold	1,022	–	–	0.01%	112
2021 Q4	$40K	Hold	1,022	–	–	0.02%	115
2021 Q3	$38K	Hold	1,022	–	–	0.02%	113
2021 Q2	$37K	Hold	1,022	–	–	0.02%	112
2021 Q1	$35K	Hold	1,022	–	–	0.02%	104
2020 Q4	$34K	Buy	+1,022	New	+$31.2K	0.02%	100

Other funds holding LSXMK

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

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

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clear Perspectives Financial Planning's LSXMK Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) position steady in Q1 2023 at 1,022 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #110.

Clear Perspectives Financial Planning first reported a position in LSXMK in Q4 2020 and has held it in 10 quarters since. The position peaked at $40K in Q4 2021. 407 funds tracked by Wall St. Rank hold LSXMK as of Q1 2023.

Clear Perspectives Financial Planning held 1,022 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $22.2K as of Q1 2023.
Clear Perspectives Financial Planning left its Liberty Media Corporation Series C Liberty SiriusXM Common Stock share count unchanged in Q1 2023.
Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #110 holding.
Clear Perspectives Financial Planning first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $40K in Q4 2021.
407 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.