OIA
LSXMK

Optimum Investment Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Optimum Investment 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
-202
Closed -$4.48K – 663
2024
Q2 		$4.48K Hold
202
– – ﹤0.01% 566
2024
Q1 		$6K Hold
202
– – ﹤0.01% 556
2023
Q4 		$5.81K Hold
202
– – ﹤0.01% 551
2023
Q3 		$5.14K Sell
202
-59
-23% -$1.43K ﹤0.01% 603
2023
Q2 		$6.61K Hold
261
– – ﹤0.01% 584
2023
Q1 		$5.65K Hold
261
– – ﹤0.01% 615
2022
Q4 		$7.9K Hold
261
– – ﹤0.01% 590
2022
Q3 		$8K Hold
261
– – ﹤0.01% 610
2022
Q2 		$7K Hold
261
– – ﹤0.01% 645
2022
Q1 		$9K Hold
261
– – ﹤0.01% 669
2021
Q4 		$10K Hold
261
– – ﹤0.01% 682
2021
Q3 		$10K Hold
261
– – ﹤0.01% 689
2021
Q2 		$9K Hold
261
– – ﹤0.01% 766
2021
Q1 		$9K Hold
261
– – ﹤0.01% 779
2020
Q4 		$9K Hold
261
– – ﹤0.01% 745
2020
Q3 		$7K Hold
261
– – ﹤0.01% 743
2020
Q2 		$7K Sell
261
-4
-2% -$103 ﹤0.01% 731
2020
Q1 		$6K Hold
265
– – ﹤0.01% 745
2019
Q4 		$10K Hold
265
– – ﹤0.01% 780
2019
Q3 		$8K Hold
265
– – ﹤0.01% 840
2019
Q2 		$8K Hold
265
– – ﹤0.01% 814
2019
Q1 		$8K Hold
265
– – ﹤0.01% 849
2018
Q4 		$7K Hold
265
– – ﹤0.01% 818
2018
Q3 		$9K Hold
265
– – ﹤0.01% 864
2018
Q2 		$9K Hold
265
– – ﹤0.01% 864
2018
Q1 		$8K Buy
+265
New +$8.43K ﹤0.01% 849

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

Optimum Investment Advisors's LSXMK Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 202 shares — an estimated $4.48K sold.

Optimum Investment Advisors first reported a position in LSXMK in Q1 2018 and held it in 26 quarters. The position peaked at $10K in Q4 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 202 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $4.48K.
  • Optimum Investment Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2018 and held it in 26 quarters.
  • Optimum Investment Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $10K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.