Creative Planning
LSXMK

Creative Planning’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Creative 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
2024
Q2 		– Sell
-6,907
Closed -$205K – 3196
2024
Q1 		$205K Sell
6,907
-2,083
-23% -$62.4K ﹤0.01% 2550
2023
Q4 		$259K Sell
8,990
-236
-3% -$6.19K ﹤0.01% 2200
2023
Q3 		$235K Sell
9,226
-2,328
-20% -$56.5K ﹤0.01% 2118
2023
Q2 		$293K Buy
11,554
+246
+2% +$5.5K ﹤0.01% 1930
2023
Q1 		$245K Sell
11,308
-966
-8% -$25.5K ﹤0.01% 1970
2022
Q4 		$372K Buy
12,274
+3,617
+42% +$116K ﹤0.01% 1584
2022
Q3 		$253K Buy
+8,657
New +$269K ﹤0.01% 1757
2022
Q2 		– Sell
-5,675
Closed -$201K – 2577
2022
Q1 		$201K Buy
5,675
+365
+7% +$13.5K ﹤0.01% 1893
2021
Q4 		$209K Buy
+5,310
New +$206K ﹤0.01% 1846
2021
Q1 		– Sell
-7,250
Closed -$244K – 2751
2020
Q4 		$244K Buy
+7,250
New +$221K ﹤0.01% 1754
2020
Q1 		– Sell
-7,681
Closed -$282K – 2126
2019
Q4 		$282K Buy
7,681
+971
+14% +$33.9K ﹤0.01% 1438
2019
Q3 		$214K Buy
+6,710
New +$208K ﹤0.01% 1571
2019
Q1 		– Sell
-7,830
Closed -$221K – 2106
2018
Q4 		$221K Buy
7,830
+263
+3% +$8K ﹤0.01% 1425
2018
Q3 		$250K Buy
+7,567
New +$269K ﹤0.01% 1530
2017
Q3 		– Sell
-5,042
Closed -$160K – 3847
2017
Q2 		$160K Buy
5,042
+699
+16% +$21K ﹤0.01% 1656
2017
Q1 		$128K Sell
4,343
-444
-9% -$12.5K ﹤0.01% 1793
2016
Q4 		$124K Buy
4,787
+7
+0.1% +$181 ﹤0.01% 1716
2016
Q3 		$122K Sell
4,780
-65
-1% -$1.64K ﹤0.01% 1715
2016
Q2 		$114K Buy
+4,845
New +$116K ﹤0.01% 1592

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's LSXMK Position: Q2 2024 in Review

Creative Planning sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2024, closing a stake of 6,907 shares — an estimated $205K sold.

Creative Planning first reported a position in LSXMK in Q2 2016 and held it in 19 quarters. The position peaked at $372K in Q4 2022. 347 funds tracked by Wall St. Rank hold LSXMK as of Q2 2024.

  • Creative Planning reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 6,907 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2024, an estimated $205K.
  • Creative Planning first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 19 quarters.
  • Creative Planning's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $372K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.