Concord Wealth Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-179	Closed	-$4.56K	–	1044
2023 Q3	$4.56K	Sell	179 -52	-23%	-$1.26K	﹤0.01%	732
2023 Q2	$5.86K	Buy	+231	New	+$5.17K	﹤0.01%	677
2023 Q1	–	Sell	-247	Closed	-$7.47K	–	1256
2022 Q4	$7.47K	Buy	+247	New	+$7.9K	﹤0.01%	682
2022 Q3	–	Sell	-247	Closed	-$7K	–	1229
2022 Q2	$7K	Hold	247	–	–	﹤0.01%	765
2022 Q1	$9K	Hold	247	–	–	﹤0.01%	810
2021 Q4	$10K	Buy	+247	New	+$9.58K	﹤0.01%	792
2021 Q3	–	Sell	-222	Closed	-$8K	–	1060
2021 Q2	$8K	Hold	222	–	–	﹤0.01%	673
2021 Q1	$8K	Buy	+222	New	+$7.45K	﹤0.01%	615

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

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

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

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

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TSW

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

Concord Wealth Partners's LSXMK Position: Q4 2023 in Review

Concord Wealth Partners sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q4 2023, closing a stake of 179 shares — an estimated $4.56K sold.

Concord Wealth Partners first reported a position in LSXMK in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 386 funds tracked by Wall St. Rank hold LSXMK as of Q4 2023.

Concord Wealth Partners reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 179 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $4.56K.
Concord Wealth Partners first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2021 and held it in 8 quarters.
Concord Wealth Partners's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $10K in Q4 2021.
386 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.