CWP
LSXMA

Concord Wealth Partners’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Concord Wealth Partners’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$236 – 1257
2022
Q4 		$236 Buy
+8
New +$244 ﹤0.01% 1195
2022
Q3 		– Sell
-8
Closed – – 1230
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1407
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1415
2021
Q4 		$0 Buy
+8
New +$295 ﹤0.01% 1358

Other funds holding LSXMA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Concord Wealth Partners's LSXMA Position: Q1 2023 in Review

Concord Wealth Partners sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q1 2023, closing a stake of 8 shares — an estimated $236 sold.

Concord Wealth Partners first reported a position in LSXMA in Q4 2021 and held it in 4 quarters. The position peaked at $236 in Q4 2022. 334 funds tracked by Wall St. Rank hold LSXMA as of Q1 2023.

  • Concord Wealth Partners reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q1 2023, an estimated $236.
  • Concord Wealth Partners first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $236 in Q4 2022.
  • 334 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.