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

Valeo 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
2021 Q2	–	Sell	-107	Closed	-$4K	–	1927
2021 Q1	$4K	Buy	107 +71	+197%	+$2.38K	﹤0.01%	1655
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	1633
2020 Q3	$1K	Sell	36 -142	-80%	-$3.85K	﹤0.01%	1549
2020 Q2	$5K	Buy	178 +39	+28%	+$1K	﹤0.01%	1555
2020 Q1	$3K	Hold	139	–	–	﹤0.01%	1463
2019 Q4	$5K	Hold	139	–	–	﹤0.01%	1309
2019 Q3	$4K	Sell	139 -525	-79%	-$16.3K	﹤0.01%	1282
2019 Q2	$19K	Hold	664	–	–	﹤0.01%	872
2019 Q1	$19K	Hold	664	–	–	﹤0.01%	814
2018 Q4	$19K	Hold	664	–	–	﹤0.01%	728
2018 Q3	$21K	Buy	664 +525	+378%	+$18.6K	﹤0.01%	770
2018 Q2	$5K	Sell	139 -229	-62%	-$7.65K	﹤0.01%	1161
2018 Q1	$11K	Buy	368 +266	+261%	+$8.46K	﹤0.01%	912
2017 Q4	$3K	Buy	102 +63	+162%	+$2K	﹤0.01%	1140
2017 Q3	$1K	Buy	+39	New	+$1.27K	﹤0.01%	1143

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

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

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

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2021, closing a stake of 107 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in LSXMK in Q3 2017 and held it in 15 quarters. The position peaked at $21K in Q3 2018. 424 funds tracked by Wall St. Rank hold LSXMK as of Q2 2021.

Valeo Financial Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 107 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $21K in Q3 2018.
424 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2021.

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