IWP
LSXMK

Icon Wealth Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-2,673
Closed -$78K – 811
2019
Q1 		$78K Buy
+2,673
New +$80.7K 0.03% 278
2018
Q3 		– Sell
-2,651
Closed -$92K – 752
2018
Q2 		$92K Buy
+2,651
New +$88.5K 0.04% 254
2018
Q1 		– Sell
-2,764
Closed -$83K – 767
2017
Q4 		$83K Buy
+2,764
New +$87.7K 0.04% 310

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Icon Wealth Partners's LSXMK Position: Q2 2019 in Review

Icon Wealth Partners sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2019, closing a stake of 2,673 shares — an estimated $78K sold.

Icon Wealth Partners first reported a position in LSXMK in Q4 2017 and held it in 3 quarters. The position peaked at $92K in Q2 2018. 413 funds tracked by Wall St. Rank hold LSXMK as of Q2 2019.

  • Icon Wealth Partners reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,673 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2019, an estimated $78K.
  • Icon Wealth Partners first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $92K in Q2 2018.
  • 413 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.