HFP
LSXMK

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

Holistic Financial Partners’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
Q3 		– Sell
-8,416
Closed -$213K – 116
2023
Q2 		$213K Buy
+8,416
New +$188K 0.15% 96
2023
Q1 		– Sell
-8,416
Closed -$255K – 109
2022
Q4 		$255K Hold
8,416
– – 0.23% 75
2022
Q3 		$246K Hold
8,416
– – 0.24% 71
2022
Q2 		$235K Hold
8,416
– – 0.22% 75
2022
Q1 		$298K Hold
8,416
– – 0.19% 74
2021
Q4 		$331K Hold
8,416
– – 0.19% 78
2021
Q3 		$309K Hold
8,416
– – 0.19% 78
2021
Q2 		$302K Hold
8,416
– – 0.18% 81
2021
Q1 		$288K Hold
8,416
– – 0.19% 78
2020
Q4 		$284K Hold
8,416
– – 0.2% 77
2020
Q3 		$216K Hold
8,416
– – 0.17% 78
2020
Q2 		$225K Sell
8,416
-143
-2% -$3.68K 0.19% 68
2020
Q1 		$206K Sell
8,559
-615
-7% -$20.6K 0.21% 63
2019
Q4 		$336K Hold
9,174
– – 0.2% 66
2019
Q3 		$293K Hold
9,174
– – 0.26% 53
2019
Q2 		$265K Hold
9,174
– – 0.26% 53
2019
Q1 		$267K Hold
9,174
– – 0.11% 91
2018
Q4 		$258K Hold
9,174
– – 0.27% 44
2018
Q3 		$304K Buy
+9,174
New +$326K 0.28% 44
2018
Q2 		– Sell
-9,174
Closed -$285K – 382
2018
Q1 		$285K Hold
9,174
– – 0.24% 46
2017
Q4 		$277K Buy
+9,174
New +$291K 0.23% 46

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Holistic Financial Partners's LSXMK Position: Q3 2023 in Review

Holistic Financial Partners sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2023, closing a stake of 8,416 shares — an estimated $213K sold.

Holistic Financial Partners first reported a position in LSXMK in Q4 2017 and held it in 21 quarters. The position peaked at $336K in Q4 2019. 362 funds tracked by Wall St. Rank hold LSXMK as of Q3 2023.

  • Holistic Financial Partners reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • Holistic Financial Partners sold 8,416 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $213K.
  • Holistic Financial Partners first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2017 and held it in 21 quarters.
  • Holistic Financial Partners's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $336K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2023.

Based on Holistic Financial Partners's 13F filing for Q3 2023, filed 8 Nov 2023.