GWMI
LSXMK

Guardian Wealth Management (Illinois)’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Guardian Wealth Management (Illinois)’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
-33,908
Closed -$751K – 246
2024
Q2 		$751K Sell
33,908
-4,303
-11% -$102K 0.57% 47
2024
Q1 		$1.14M Buy
38,211
+580
+2% +$17.4K 0.87% 39
2023
Q4 		$1.08M Sell
37,631
-4,689
-11% -$123K 0.92% 41
2023
Q3 		$1.08M Sell
42,320
-12,542
-23% -$305K 1.01% 39
2023
Q2 		$1.39M Buy
54,862
+2,073
+4% +$46.4K 1.27% 33
2023
Q1 		$1.14M Buy
52,789
+4,861
+10% +$128K 1.1% 38
2022
Q4 		$1.45M Sell
47,928
-652
-1% -$20.9K 1.43% 27
2022
Q3 		$1.42M Buy
48,580
+1,779
+4% +$55.3K 1.61% 25
2022
Q2 		$1.31M Buy
46,801
+4,473
+11% +$141K 1.41% 31
2022
Q1 		$1.5M Buy
42,328
+1,623
+4% +$60.2K 1.49% 27
2021
Q4 		$1.6M Buy
+40,705
New +$1.58M 1.54% 27

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

Guardian Wealth Management (Illinois)'s LSXMK Position: Q3 2024 in Review

Guardian Wealth Management (Illinois) sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 33,908 shares — an estimated $751K sold.

Guardian Wealth Management (Illinois) first reported a position in LSXMK in Q4 2021 and held it in 11 quarters. The position peaked at $1.6M in Q4 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 33,908 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $751K.
  • Guardian Wealth Management (Illinois) first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2021 and held it in 11 quarters.
  • Guardian Wealth Management (Illinois)'s Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $1.6M 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 Guardian Wealth Management (Illinois)'s 13F filing for Q3 2024, filed 15 Nov 2024.