TrueWealth LLC’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

TrueWealth LLC’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
2020 Q2	$5K	Sell	190 -3	-2%	-$77	﹤0.01%	570
2020 Q1	$5K	Hold	193	–	–	﹤0.01%	560
2019 Q4	$7K	Hold	193	–	–	﹤0.01%	528
2019 Q3	$6K	Hold	193	–	–	﹤0.01%	552
2019 Q2	$6K	Sell	193 -150	-44%	-$4.39K	﹤0.01%	552
2019 Q1	$10K	Hold	343	–	–	﹤0.01%	459
2018 Q4	$10K	Hold	343	–	–	0.01%	445
2018 Q3	$11K	Hold	343	–	–	0.01%	474
2018 Q2	$12K	Hold	343	–	–	0.01%	462
2018 Q1	$11K	Hold	343	–	–	0.01%	441
2017 Q4	$10K	Buy	+343	New	+$10.9K	﹤0.01%	516

Other funds holding LSXMK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

TrueWealth LLC's LSXMK Position: Q2 2020 in Review

TrueWealth LLC reduced its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) stake by 1.6% in Q2 2020, selling an estimated $77 and leaving 190 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

TrueWealth LLC first reported a position in LSXMK in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q2 2018. 420 funds tracked by Wall St. Rank hold LSXMK as of Q2 2020.

TrueWealth LLC held 190 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $5K as of Q2 2020.
TrueWealth LLC sold 3 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2020, an estimated $77.
Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #570 holding.
TrueWealth LLC first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $12K in Q2 2018.
420 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2020.

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