Ropes Wealth Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-2,437	Closed	-$82K	–	830
2020 Q4	$82K	Hold	2,437	–	–	0.01%	333
2020 Q3	$62K	Hold	2,437	–	–	0.01%	314
2020 Q2	$65K	Sell	2,437 -42	-2%	-$1.08K	0.01%	291
2020 Q1	$60K	Hold	2,479	–	–	0.02%	269
2019 Q4	$91K	Hold	2,479	–	–	0.02%	281
2019 Q3	$79K	Hold	2,479	–	–	0.02%	297
2019 Q2	$72K	Sell	2,479 -683	-22%	-$20K	0.02%	300
2019 Q1	$92K	Hold	3,162	–	–	0.02%	275
2018 Q4	$89K	Hold	3,162	–	–	0.03%	266
2018 Q3	$105K	Hold	3,162	–	–	0.03%	275
2018 Q2	$109K	Hold	3,162	–	–	0.03%	280
2018 Q1	$98K	Hold	3,162	–	–	0.03%	272
2017 Q4	$96K	Hold	3,162	–	–	0.03%	279
2017 Q3	$101K	Hold	3,162	–	–	0.03%	269
2017 Q2	$100K	Hold	3,162	–	–	0.03%	268
2017 Q1	$93K	Sell	3,162 -562	-15%	-$15.9K	0.03%	270
2016 Q4	$96K	Hold	3,724	–	–	0.03%	265
2016 Q3	$95K	Buy	3,724 +562	+18%	+$14.2K	0.03%	247
2016 Q2	$74K	Buy	+3,162	New	+$75.5K	0.03%	253

Other funds holding LSXMK

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

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

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

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

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2021, closing a stake of 2,437 shares — an estimated $82K sold.

Ropes Wealth Advisors first reported a position in LSXMK in Q2 2016 and held it in 19 quarters. The position peaked at $109K in Q2 2018. 413 funds tracked by Wall St. Rank hold LSXMK as of Q1 2021.

Ropes Wealth Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 2,437 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2021, an estimated $82K.
Ropes Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 19 quarters.
Ropes Wealth Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $109K in Q2 2018.
413 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2021.

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