CT
LSXMK

Clearstead Trust’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Clearstead Trust’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
-565
Closed -$12.5K – 439
2024
Q2 		$12.5K Hold
565
– – ﹤0.01% 345
2024
Q1 		$16.8K Hold
565
– – ﹤0.01% 324
2023
Q4 		$16.3K Hold
565
– – ﹤0.01% 305
2023
Q3 		$14.4K Sell
565
-164
-22% -$3.98K ﹤0.01% 311
2023
Q2 		$15.8K Hold
729
– – 0.01% 282
2023
Q1 		$15.8K Hold
729
– – 0.01% 274
2022
Q4 		$22K Hold
729
– – 0.01% 274
2022
Q3 		$21K Hold
729
– – 0.01% 256
2022
Q2 		$20K Hold
729
– – 0.02% 134
2022
Q1 		$26K Sell
729
-105
-13% -$3.9K 0.02% 133
2021
Q4 		$33K Hold
834
– – 0.02% 139
2021
Q3 		$31K Buy
+834
New +$30.6K 0.02% 144

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 $8.74B AUM 14.62% 1-Year Est. Return

Clearstead Trust's LSXMK Position: Q3 2024 in Review

Clearstead Trust sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 565 shares — an estimated $12.5K sold.

Clearstead Trust first reported a position in LSXMK in Q3 2021 and held it in 12 quarters. The position peaked at $33K in Q4 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Clearstead Trust reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Clearstead Trust sold 565 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $12.5K.
  • Clearstead Trust first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2021 and held it in 12 quarters.
  • Clearstead Trust's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $33K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Clearstead Trust's 13F filing for Q3 2024, filed 13 Nov 2024.