Schneider Downs Wealth Management Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Schneider Downs Wealth Management 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
2023 Q1	–	Sell	-7,746	Closed	-$235K	–	117
2022 Q4	$235K	Sell	7,746 -354	-4%	-$11.3K	0.05%	102
2022 Q3	$237K	Buy	8,100 +5	+0.1%	+$155	0.07%	112
2022 Q2	$226K	Hold	8,095	–	–	0.06%	127
2022 Q1	$287K	Hold	8,095	–	–	0.07%	110
2021 Q4	$319K	Sell	8,095 -51	-0.6%	-$1.98K	0.08%	111
2021 Q3	$300K	Buy	8,146 +51	+0.6%	+$1.87K	0.08%	108
2021 Q2	$291K	Hold	8,095	–	–	0.08%	104
2021 Q1	$277K	Sell	8,095 -2,233	-22%	-$74.9K	0.07%	102
2020 Q4	$348K	Sell	10,328 -1,549	-13%	-$47.2K	0.1%	60
2020 Q3	$304K	Hold	11,877	–	–	0.1%	67
2020 Q2	$317K	Sell	11,877 -202	-2%	-$5.2K	0.11%	59
2020 Q1	$291K	Hold	12,079	–	–	0.11%	61
2019 Q4	$443K	Hold	12,079	–	–	0.13%	39
2019 Q3	$386K	Hold	12,079	–	–	0.12%	38
2019 Q2	$349K	Hold	12,079	–	–	0.12%	45
2019 Q1	$352K	Buy	+12,079	New	+$365K	0.13%	41

Other funds holding LSXMK

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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

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

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors's LSXMK Position: Q1 2023 in Review

Schneider Downs Wealth Management Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2023, closing a stake of 7,746 shares — an estimated $235K sold.

Schneider Downs Wealth Management Advisors first reported a position in LSXMK in Q1 2019 and held it in 16 quarters. The position peaked at $443K in Q4 2019. 407 funds tracked by Wall St. Rank hold LSXMK as of Q1 2023.

Schneider Downs Wealth Management Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2023 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 7,746 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2023, an estimated $235K.
Schneider Downs Wealth Management Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2019 and held it in 16 quarters.
Schneider Downs Wealth Management Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $443K in Q4 2019.
407 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2023, filed 4 May 2023.