Independent Advisor Alliance’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Independent Advisor Alliance’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	-5,298	Closed	-$209K	–	748
2021 Q4	$209K	Sell	5,298 -293	-5%	-$11.4K	0.01%	624
2021 Q3	$206K	Sell	5,591 -12,240	-69%	-$449K	0.01%	581
2021 Q2	$641K	Hold	17,831	–	–	0.04%	340
2021 Q1	$609K	Buy	17,831 +4,442	+33%	+$149K	0.04%	331
2020 Q4	$451K	Buy	13,389 +470	+4%	+$14.3K	0.03%	361
2020 Q3	$331K	Buy	12,919 +1,226	+10%	+$33.2K	0.03%	369
2020 Q2	$312K	Buy	+11,693	New	+$301K	0.03%	359

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

Independent Advisor Alliance's LSXMK Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2022, closing a stake of 5,298 shares — an estimated $209K sold.

Independent Advisor Alliance first reported a position in LSXMK in Q2 2020 and held it in 7 quarters. The position peaked at $641K in Q2 2021. 448 funds tracked by Wall St. Rank hold LSXMK as of Q1 2022.

Independent Advisor Alliance reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2022 after selling out during the quarter.
Independent Advisor Alliance sold 5,298 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2022, an estimated $209K.
Independent Advisor Alliance first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2020 and held it in 7 quarters.
Independent Advisor Alliance's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $641K in Q2 2021.
448 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.