Heritage Wealth Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Heritage Wealth Advisors’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	-1,745	Closed	-$44.4K	–	598
2023 Q3	$44.4K	Sell	1,745 -508	-23%	-$12.3K	﹤0.01%	310
2023 Q2	$57.1K	Hold	2,253	–	–	﹤0.01%	305
2023 Q1	$48.8K	Hold	2,253	–	–	﹤0.01%	325
2022 Q4	$68.3K	Hold	2,253	–	–	﹤0.01%	287
2022 Q3	$65.8K	Hold	2,253	–	–	﹤0.01%	277
2022 Q2	$63K	Hold	2,253	–	–	﹤0.01%	305
2022 Q1	$80K	Hold	2,253	–	–	﹤0.01%	273
2021 Q4	$89K	Hold	2,253	–	–	﹤0.01%	276
2021 Q3	$82.8K	Hold	2,253	–	–	0.01%	271
2021 Q2	$81K	Hold	2,253	–	–	0.01%	276
2021 Q1	$77K	Hold	2,253	–	–	﹤0.01%	287
2020 Q4	$76K	Hold	2,253	–	–	﹤0.01%	286
2020 Q3	$57.7K	Hold	2,253	–	–	0.01%	257
2020 Q2	$60.1K	Sell	2,253 -38	-2%	-$978	0.01%	245
2020 Q1	$55.2K	Hold	2,291	–	–	0.01%	247
2019 Q4	$84K	Hold	2,291	–	–	0.01%	250
2019 Q3	$73K	Buy	+2,291	New	+$71.2K	0.01%	240

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

Heritage Wealth Advisors's LSXMK Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q4 2023, closing a stake of 1,745 shares — an estimated $44.4K sold.

Heritage Wealth Advisors first reported a position in LSXMK in Q3 2019 and held it in 17 quarters. The position peaked at $89K in Q4 2021. 386 funds tracked by Wall St. Rank hold LSXMK as of Q4 2023.

Heritage Wealth Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 1,745 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $44.4K.
Heritage Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2019 and held it in 17 quarters.
Heritage Wealth Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $89K 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 Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.