PWPS
LSXMA

Pinnacle Wealth Planning Services’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-95
Closed -$3K – 2066
2020
Q4 		$3K Buy
+95
New +$2.74K ﹤0.01% 1881

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's LSXMA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q1 2021, closing a stake of 95 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in LSXMA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 351 funds tracked by Wall St. Rank hold LSXMA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 95 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $3K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.