JWA
LSXMK

JFS Wealth Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

JFS Wealth Advisors’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
2024
Q3 		– Sell
-311
Closed -$11.3K – 2030
2024
Q2 		$11.3K Hold
311
– – ﹤0.01% 760
2024
Q1 		$12.4K Sell
311
-4
-1% -$120 ﹤0.01% 749
2023
Q4 		$12.2K Buy
315
+78
+33% +$2.05K ﹤0.01% 713
2023
Q3 		$9.5K Buy
237
+52
+28% +$1.26K ﹤0.01% 749
2023
Q2 		$4.68K Buy
185
+97
+110% +$2.17K ﹤0.01% 1035
2023
Q1 		$1.9K Sell
88
-253
-74% -$6.67K ﹤0.01% 1388
2022
Q4 		$10.3K Sell
341
-11
-3% -$352 ﹤0.01% 698
2022
Q3 		$10K Buy
352
+103
+41% +$3.2K ﹤0.01% 746
2022
Q2 		$7K Sell
249
-66
-21% -$2.08K ﹤0.01% 910
2022
Q1 		$11K Buy
315
+278
+751% +$10.3K ﹤0.01% 776
2021
Q4 		$1K Buy
+37
New +$1.44K ﹤0.01% 1646

Other funds holding LSXMK

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JFS Wealth Advisors's LSXMK Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 311 shares — an estimated $11.3K sold.

JFS Wealth Advisors first reported a position in LSXMK in Q4 2021 and held it in 11 quarters. The position peaked at $12.4K in Q1 2024. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 311 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $11.3K.
  • JFS Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $12.4K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.