Ropes Wealth Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-1,285	Closed	-$41K	–	831
2020 Q4	$41K	Hold	1,285	–	–	0.01%	410
2020 Q3	$31K	Hold	1,285	–	–	0.01%	382
2020 Q2	$33K	Sell	1,285 -22	-2%	-$538	0.01%	346
2020 Q1	$30K	Hold	1,307	–	–	0.01%	333
2019 Q4	$46K	Hold	1,307	–	–	0.01%	341
2019 Q3	$39K	Hold	1,307	–	–	0.01%	357
2019 Q2	$36K	Sell	1,307 -360	-22%	-$9.96K	0.01%	367
2019 Q1	$46K	Hold	1,667	–	–	0.01%	343
2018 Q4	$44K	Hold	1,667	–	–	0.01%	319
2018 Q3	$52K	Hold	1,667	–	–	0.01%	331
2018 Q2	$54K	Hold	1,667	–	–	0.01%	347
2018 Q1	$49K	Hold	1,667	–	–	0.01%	336
2017 Q4	$48K	Hold	1,667	–	–	0.01%	356
2017 Q3	$50K	Hold	1,667	–	–	0.01%	333
2017 Q2	$51K	Hold	1,667	–	–	0.01%	330
2017 Q1	$47K	Sell	1,667 -296	-15%	-$8K	0.01%	338
2016 Q4	$49K	Hold	1,963	–	–	0.02%	322
2016 Q3	$48K	Buy	1,963 +296	+18%	+$7.19K	0.02%	281
2016 Q2	$38K	Buy	+1,667	New	+$38.3K	0.01%	289

Other funds holding LSXMA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's LSXMA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q1 2021, closing a stake of 1,285 shares — an estimated $41K sold.

Ropes Wealth Advisors first reported a position in LSXMA in Q2 2016 and held it in 19 quarters. The position peaked at $54K in Q2 2018. 351 funds tracked by Wall St. Rank hold LSXMA as of Q1 2021.

Ropes Wealth Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,285 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q1 2021, an estimated $41K.
Ropes Wealth Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2016 and held it in 19 quarters.
Ropes Wealth Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $54K in Q2 2018.
351 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.