Wealth Enhancement Advisory Services
LSXMA

Wealth Enhancement Advisory Services’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q3 		– Sell
-26,826
Closed -$594K – 2930
2024
Q2 		$594K Buy
26,826
+304
+1% +$7.25K ﹤0.01% 1545
2024
Q1 		$788K Sell
26,522
-3,383
-11% -$102K ﹤0.01% 1345
2023
Q4 		$859K Sell
29,905
-423
-1% -$11.1K ﹤0.01% 1232
2023
Q3 		$772K Buy
+30,328
New +$718K ﹤0.01% 1208

Other funds holding LSXMA

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's LSXMA Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 26,826 shares — an estimated $594K sold.

Wealth Enhancement Advisory Services first reported a position in LSXMA in Q3 2023 and held it in 4 quarters. The position peaked at $859K in Q4 2023. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 26,826 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $594K.
  • Wealth Enhancement Advisory Services first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $859K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.