JWM
LSXMK

Jeppson Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-3,548
Closed -$91K – 486
2020
Q3 		$91K Buy
+3,548
New +$96.1K 0.07% 178

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
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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Jeppson Wealth Management's LSXMK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q4 2020, closing a stake of 3,548 shares — an estimated $91K sold.

Jeppson Wealth Management first reported a position in LSXMK in Q3 2020 and held it in 1 quarter. The position peaked at $91K in Q3 2020. 423 funds tracked by Wall St. Rank hold LSXMK as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,548 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2020, an estimated $91K.
  • Jeppson Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $91K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.