UCFA
LSXMK

United Capital Financial Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

United Capital Financial Advisors’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
2022
Q1 		– Sell
-5,436
Closed -$214K – 1239
2021
Q4 		$214K Buy
+5,436
New +$211K ﹤0.01% 1129
2021
Q1 		– Sell
-7,368
Closed -$248K – 1248
2020
Q4 		$248K Buy
+7,368
New +$225K ﹤0.01% 1065
2020
Q1 		– Sell
-6,800
Closed -$249K – 1397
2019
Q4 		$249K Sell
6,800
-325
-5% -$11.3K ﹤0.01% 1218
2019
Q3 		$228K Buy
+7,125
New +$221K ﹤0.01% 1154

Other funds holding LSXMK

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

United Capital Financial Advisors's LSXMK Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2022, closing a stake of 5,436 shares — an estimated $214K sold.

United Capital Financial Advisors first reported a position in LSXMK in Q3 2019 and held it in 4 quarters. The position peaked at $249K in Q4 2019. 448 funds tracked by Wall St. Rank hold LSXMK as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,436 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2022, an estimated $214K.
  • United Capital Financial Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2019 and held it in 4 quarters.
  • United Capital Financial Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $249K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.