LOPW
LSXMK

Live Oak Private Wealth’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Live Oak Private Wealth’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
2023
Q1 		– Sell
-9,133
Closed -$277K – 174
2022
Q4 		$277K Sell
9,133
-1,044
-10% -$33.4K 0.06% 139
2022
Q3 		$297K Sell
10,177
-355
-3% -$11K 0.07% 132
2022
Q2 		$294K Hold
10,532
– – 0.06% 140
2022
Q1 		$373K Sell
10,532
-407
-4% -$15.1K 0.07% 133
2021
Q4 		$431K Hold
10,939
– – 0.08% 130
2021
Q3 		$402K Sell
10,939
-355
-3% -$13K 0.08% 134
2021
Q2 		$406K Sell
11,294
-251
-2% -$8.65K 0.09% 122
2021
Q1 		$394K Sell
11,545
-991
-8% -$33.3K 0.1% 119
2020
Q4 		$422K Sell
12,536
-179
-1% -$5.46K 0.12% 108
2020
Q3 		$326K Sell
12,715
-1,165
-8% -$31.5K 0.11% 103
2020
Q2 		$370K Buy
13,880
+1,181
+9% +$30.4K 0.13% 101
2020
Q1 		$306K Buy
12,699
+969
+8% +$32.5K 0.31% 55
2019
Q4 		$430K Buy
+11,730
New +$409K 0.42% 46

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Live Oak Private Wealth's LSXMK Position: Q1 2023 in Review

Live Oak Private Wealth sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2023, closing a stake of 9,133 shares — an estimated $277K sold.

Live Oak Private Wealth first reported a position in LSXMK in Q4 2019 and held it in 13 quarters. The position peaked at $431K in Q4 2021. 407 funds tracked by Wall St. Rank hold LSXMK as of Q1 2023.

  • Live Oak Private Wealth reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2023 after selling out during the quarter.
  • Live Oak Private Wealth sold 9,133 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2023, an estimated $277K.
  • Live Oak Private Wealth first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2019 and held it in 13 quarters.
  • Live Oak Private Wealth's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $431K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.