SFP
LSXMA

Sterling Financial Planning’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-131
Closed -$5K – 417
2021
Q3 		$5K Hold
131
– – ﹤0.01% 368
2021
Q2 		$4K Hold
131
– – ﹤0.01% 366
2021
Q1 		$4K Hold
131
– – ﹤0.01% 342
2020
Q4 		$4K Buy
+131
New +$3.79K ﹤0.01% 322

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sterling Financial Planning's LSXMA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2021, closing a stake of 131 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in LSXMA in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 397 funds tracked by Wall St. Rank hold LSXMA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 131 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $5K in Q3 2021.
  • 397 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.