LAS
LSXMA

LWM Advisory Services’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

LWM Advisory Services’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
-5,251
Closed -$134K – 154
2023
Q3 		$134K Buy
+5,251
New +$124K 0.14% 79
2022
Q2 		– Sell
-7,049
Closed -$237K – 128
2022
Q1 		$237K Buy
+7,049
New +$248K 0.29% 98

Other funds holding LSXMA

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWM Advisory Services's LSXMA Position: Q4 2023 in Review

LWM Advisory Services sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2023, closing a stake of 5,251 shares — an estimated $134K sold.

LWM Advisory Services first reported a position in LSXMA in Q1 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2022. 286 funds tracked by Wall St. Rank hold LSXMA as of Q4 2023.

  • LWM Advisory Services reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 5,251 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $134K.
  • LWM Advisory Services first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q1 2022 and held it in 2 quarters.
  • LWM Advisory Services's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $237K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.