TrueWealth LLC’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

TrueWealth LLC’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
2020 Q2	–	Sell	-80	Closed	-$2K	–	783
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	666
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	656
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	654
2019 Q2	$2K	Sell	80 -63	-44%	-$1.74K	﹤0.01%	671
2019 Q1	$4K	Hold	143	–	–	﹤0.01%	615
2018 Q4	$4K	Hold	143	–	–	﹤0.01%	599
2018 Q3	$4K	Hold	143	–	–	﹤0.01%	663
2018 Q2	$5K	Hold	143	–	–	﹤0.01%	632
2018 Q1	$4K	Hold	143	–	–	﹤0.01%	636
2017 Q4	$4K	Buy	+143	New	+$4.31K	﹤0.01%	732

Other funds holding LSXMA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return

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

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

TrueWealth LLC's LSXMA Position: Q2 2020 in Review

TrueWealth LLC sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q2 2020, closing a stake of 80 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in LSXMA in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q2 2018. 345 funds tracked by Wall St. Rank hold LSXMA as of Q2 2020.

TrueWealth LLC reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 80 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q2 2020, an estimated $2K.
TrueWealth LLC first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2017 and held it in 10 quarters.
TrueWealth LLC's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $5K in Q2 2018.
345 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.