SWM
LSXMK

Spire Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-710
Closed -$18K – 2483
2023
Q2 		$18K Buy
710
+281
+66% +$6.29K ﹤0.01% 1630
2023
Q1 		$9.29K Buy
429
+395
+1,162% +$10.4K ﹤0.01% 1876
2022
Q4 		$1K Hold
34
– – ﹤0.01% 2276
2022
Q3 		$1K Sell
34
-7,513
-100% -$234K ﹤0.01% 2152
2022
Q2 		$211K Buy
7,547
+7,513
+22,097% +$237K 0.01% 750
2022
Q1 		$1K Sell
34
-6,901
-100% -$256K ﹤0.01% 2495
2021
Q4 		$273K Buy
6,935
+6,827
+6,321% +$265K 0.01% 951
2021
Q3 		$4K Hold
108
– – ﹤0.01% 2365
2021
Q2 		$4K Sell
108
-6,814
-98% -$235K ﹤0.01% 2387
2021
Q1 		$239K Buy
+6,922
New +$232K 0.01% 986

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Spire Wealth Management's LSXMK Position: Q3 2023 in Review

Spire Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2023, closing a stake of 710 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in LSXMK in Q1 2021 and held it in 10 quarters. The position peaked at $273K in Q4 2021. 362 funds tracked by Wall St. Rank hold LSXMK as of Q3 2023.

  • Spire Wealth Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 710 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $18K.
  • Spire Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $273K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.