Valeo Financial Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-397	Closed	-$13K	–	1928
2021 Q1	$13K	Buy	397 +38	+11%	+$1.22K	﹤0.01%	1301
2020 Q4	$11K	Buy	359 +340	+1,789%	+$9.82K	﹤0.01%	1187
2020 Q3	$0	Sell	19 -59	-76%	-$1.52K	﹤0.01%	2207
2020 Q2	$2K	Buy	78 +10	+15%	+$245	﹤0.01%	1816
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	1595
2019 Q4	$2K	Hold	68	–	–	﹤0.01%	1496
2019 Q3	$2K	Sell	68 -277	-80%	-$8.1K	﹤0.01%	1422
2019 Q2	$9K	Hold	345	–	–	﹤0.01%	1064
2019 Q1	$10K	Hold	345	–	–	﹤0.01%	978
2018 Q4	$9K	Hold	345	–	–	﹤0.01%	923
2018 Q3	$10K	Buy	345 +277	+407%	+$9.29K	﹤0.01%	979
2018 Q2	$2K	Sell	68 -466	-87%	-$14.8K	﹤0.01%	1395
2018 Q1	$16K	Buy	534 +140	+36%	+$4.25K	﹤0.01%	803
2017 Q4	$11K	Buy	394 +31	+9%	+$934	﹤0.01%	821
2017 Q3	$11K	Buy	+363	New	+$11.2K	﹤0.01%	687

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Valeo Financial Advisors's LSXMA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q2 2021, closing a stake of 397 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in LSXMA in Q3 2017 and held it in 15 quarters. The position peaked at $16K in Q1 2018. 357 funds tracked by Wall St. Rank hold LSXMA as of Q2 2021.

Valeo Financial Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 397 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q2 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $16K in Q1 2018.
357 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.