TWD
LSXMK

True Wealth Design’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

True Wealth Design’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
2024
Q3 		– Sell
-8
Closed -$178 – 1323
2024
Q2 		$178 Hold
8
– – ﹤0.01% 753
2024
Q1 		$238 Hold
8
– – ﹤0.01% 735
2023
Q4 		$231 Buy
8
+3
+60% +$79 ﹤0.01% 659
2023
Q3 		$128 Sell
5
-1
-17% -$24 ﹤0.01% 703
2023
Q2 		$164 Hold
6
– – ﹤0.01% 681
2023
Q1 		$140 Hold
6
– – ﹤0.01% 774
2022
Q4 		$196 Buy
+6
New +$192 ﹤0.01% 666

Other funds holding LSXMK

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
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 LSXMK Position: Q3 2024 in Review

True Wealth Design sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 8 shares — an estimated $178 sold.

True Wealth Design first reported a position in LSXMK in Q4 2022 and held it in 7 quarters. The position peaked at $238 in Q1 2024. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • True Wealth Design reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 8 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $178.
  • True Wealth Design first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $238 in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

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