DWA
LSXMK

Dougherty Wealth Advisers’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Dougherty Wealth Advisers’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
-2,942
Closed -$65.2K – 112
2024
Q2 		$65.2K Hold
2,942
– – 0.06% 68
2024
Q1 		$87.4K Hold
2,942
– – 0.08% 62
2023
Q4 		$84.7K Hold
2,942
– – 0.08% 68
2023
Q3 		$74.9K Sell
2,942
-856
-23% -$20.8K 0.09% 64
2023
Q2 		$96.3K Hold
3,798
– – 0.13% 53
2023
Q1 		$82.3K Hold
3,798
– – 0.12% 63
2022
Q4 		$115K Hold
3,798
– – 0.19% 54
2022
Q3 		$111K Hold
3,798
– – 0.22% 48
2022
Q2 		$106K Hold
3,798
– – 0.2% 53
2022
Q1 		$135K Hold
3,798
– – 0.2% 49
2021
Q4 		$150K Hold
3,798
– – 0.21% 51
2021
Q3 		$140K Hold
3,798
– – 0.21% 49
2021
Q2 		$136K Hold
3,798
– – 0.2% 56
2021
Q1 		$130K Hold
3,798
– – 0.2% 51
2020
Q4 		$128K Hold
3,798
– – 0.2% 49
2020
Q3 		$97K Hold
3,798
– – 0.33% 58
2020
Q2 		$101K Sell
3,798
-65
-2% -$1.67K 0.37% 53
2020
Q1 		$93K Hold
3,863
– – 0.37% 54
2019
Q4 		$142K Hold
3,863
– – 0.43% 45
2019
Q3 		$123K Hold
3,863
– – 0.4% 47
2019
Q2 		$112K Hold
3,863
– – 0.32% 63
2019
Q1 		$113K Hold
3,863
– – 0.38% 49
2018
Q4 		$117K Buy
+3,863
New +$118K 0.39% 53

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 $9.54B AUM 19.86% 1-Year Est. Return

Dougherty Wealth Advisers's LSXMK Position: Q3 2024 in Review

Dougherty Wealth Advisers sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 2,942 shares — an estimated $65.2K sold.

Dougherty Wealth Advisers first reported a position in LSXMK in Q4 2018 and held it in 23 quarters. The position peaked at $150K in Q4 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Dougherty Wealth Advisers reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 2,942 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $65.2K.
  • Dougherty Wealth Advisers first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2018 and held it in 23 quarters.
  • Dougherty Wealth Advisers's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $150K 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 Dougherty Wealth Advisers's 13F filing for Q3 2024, filed 30 Oct 2024.