Halpern Financial’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Halpern Financial’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
2022 Q1	–	Sell	-302	Closed	-$11.9K	–	276
2021 Q4	$11.9K	Hold	302	–	–	0.01%	175
2021 Q3	$11.1K	Hold	302	–	–	0.01%	171
2021 Q2	$10.9K	Hold	302	–	–	0.01%	143
2021 Q1	$10.3K	Hold	302	–	–	0.01%	139
2020 Q4	$10.2K	Hold	302	–	–	0.01%	121
2020 Q3	$7.74K	Hold	302	–	–	﹤0.01%	123
2020 Q2	$8.06K	Sell	302 -5	-2%	-$129	0.01%	111
2020 Q1	$7.4K	Hold	307	–	–	0.01%	102
2019 Q4	$11.3K	Buy	+307	New	+$10.7K	0.01%	110

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Halpern Financial's LSXMK Position: Q1 2022 in Review

Halpern Financial sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2022, closing a stake of 302 shares — an estimated $11.9K sold.

Halpern Financial first reported a position in LSXMK in Q4 2019 and held it in 9 quarters. The position peaked at $11.9K in Q4 2021. 448 funds tracked by Wall St. Rank hold LSXMK as of Q1 2022.

Halpern Financial reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 302 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2022, an estimated $11.9K.
Halpern Financial first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2019 and held it in 9 quarters.
Halpern Financial's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $11.9K in Q4 2021.
448 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.