Integrated Wealth Concepts’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Integrated Wealth Concepts’s Portfolio LSXMA Stock Details LSXMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,218	Closed	-$209K	–	1681
2023 Q3	$209K	Buy	+8,218	New	+$195K	﹤0.01%	1389
2023 Q2	–	Sell	-15,652	Closed	-$323K	–	1599
2023 Q1	$323K	Buy	15,652 +7,596	+94%	+$191K	0.01%	1023
2022 Q4	$233K	Sell	8,056 -247	-3%	-$7.53K	0.01%	895
2022 Q3	$232K	Buy	8,303 +243	+3%	+$7.19K	0.01%	817
2022 Q2	$213K	Buy	8,060 +6	+0.1%	+$180	0.01%	881
2022 Q1	$271K	Sell	8,054 -271	-3%	-$9.53K	0.01%	780
2021 Q4	$311K	Hold	8,325	–	–	0.01%	759
2021 Q3	$289K	Buy	+8,325	New	+$291K	0.01%	754

Other funds holding LSXMA

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's LSXMA Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2023, closing a stake of 8,218 shares — an estimated $209K sold.

Integrated Wealth Concepts first reported a position in LSXMA in Q3 2021 and held it in 8 quarters. The position peaked at $323K in Q1 2023. 286 funds tracked by Wall St. Rank hold LSXMA as of Q4 2023.

Integrated Wealth Concepts reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2023 after selling out during the quarter.
Integrated Wealth Concepts sold 8,218 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $209K.
Integrated Wealth Concepts first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2021 and held it in 8 quarters.
Integrated Wealth Concepts's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $323K in Q1 2023.
286 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.