TWD
LSXMA

True Wealth Design’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

True Wealth Design’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
2024
Q3 		– Sell
-4
Closed -$89 – 1324
2024
Q2 		$89 Hold
4
– – ﹤0.01% 770
2024
Q1 		$119 Hold
4
– – ﹤0.01% 764
2023
Q4 		$115 Buy
4
+2
+100% +$52 ﹤0.01% 734
2023
Q3 		$51 Sell
2
-1
-33% -$24 ﹤0.01% 746
2023
Q2 		$66 Hold
3
– – ﹤0.01% 745
2023
Q1 		$57 Hold
3
– – ﹤0.01% 832
2022
Q4 		$79 Buy
+3
New +$91 ﹤0.01% 752

Other funds holding LSXMA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

True Wealth Design's LSXMA Position: Q3 2024 in Review

True Wealth Design sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 4 shares — an estimated $89 sold.

True Wealth Design first reported a position in LSXMA in Q4 2022 and held it in 7 quarters. The position peaked at $119 in Q1 2024. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.

  • True Wealth Design reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 4 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $89.
  • True Wealth Design first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $119 in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.