LWCFA
LSXMA

Loring Wolcott & Coolidge Fiduciary Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024
Q3 		– Sell
-1,040
Closed -$24.4K – 601
2024
Q2 		$24.4K Sell
1,040
-2,005
-66% -$47.8K ﹤0.01% 440
2024
Q1 		$75.6K Buy
3,045
+5
+0.2% +$150 ﹤0.01% 358
2023
Q4 		$92.4K Hold
3,040
– – ﹤0.01% 355
2023
Q3 		$77.9K Sell
3,040
-1,097
-27% -$26K ﹤0.01% 382
2023
Q2 		$99.7K Hold
4,137
– – ﹤0.01% 366
2023
Q1 		$85.4K Hold
4,137
– – ﹤0.01% 361
2022
Q4 		$120K Hold
4,137
– – ﹤0.01% 328
2022
Q3 		$116K Hold
4,137
– – ﹤0.01% 336
2022
Q2 		$110K Sell
4,137
-14
-0.3% -$419 ﹤0.01% 351
2022
Q1 		$139K Hold
4,151
– – ﹤0.01% 344
2021
Q4 		$155K Hold
4,151
– – ﹤0.01% 345
2021
Q3 		$144K Hold
4,151
– – ﹤0.01% 344
2021
Q2 		$142K Buy
+4,151
New +$136K ﹤0.01% 360
2021
Q1 		– Sell
-4,144
Closed -$132K – 738
2020
Q4 		$132K Hold
4,144
– – ﹤0.01% 318
2020
Q3 		$101K Hold
4,144
– – ﹤0.01% 323
2020
Q2 		$105K Buy
4,144
+483
+13% +$11.8K ﹤0.01% 300
2020
Q1 		$84K Sell
3,661
-4,768
-57% -$151K ﹤0.01% 314
2019
Q4 		$294K Sell
8,429
-865
-9% -$28.6K ﹤0.01% 237
2019
Q3 		$279K Sell
9,294
-2
-0% -$58 ﹤0.01% 229
2019
Q2 		$254K Hold
9,296
– – ﹤0.01% 241
2019
Q1 		$256K Hold
9,296
– – ﹤0.01% 238
2018
Q4 		$247K Sell
9,296
-2,388
-20% -$68.8K ﹤0.01% 238
2018
Q3 		$367K Hold
11,684
– – 0.01% 220
2018
Q2 		$380K Hold
11,684
– – 0.01% 223
2018
Q1 		$347K Sell
11,684
-1,612
-12% -$48.9K 0.01% 223
2017
Q4 		$381K Hold
13,296
– – 0.01% 222
2017
Q3 		$402K Buy
13,296
+14
+0.1% +$433 0.01% 211
2017
Q2 		$443K Hold
13,282
– – 0.01% 200
2017
Q1 		$373K Buy
13,282
+6,498
+96% +$176K 0.01% 212
2016
Q4 		$169K Hold
6,784
– – ﹤0.01% 285
2016
Q3 		$167K Sell
6,784
-217
-3% -$5.27K ﹤0.01% 281
2016
Q2 		$159K Buy
+7,001
New +$161K ﹤0.01% 277

Other funds holding LSXMA

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

Loring Wolcott & Coolidge Fiduciary Advisors's LSXMA Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 1,040 shares — an estimated $24.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LSXMA in Q2 2016 and held it in 32 quarters. The position peaked at $443K in Q2 2017. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,040 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $24.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2016 and held it in 32 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $443K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.